IVM

InterWest Venture Management Portfolio holdings

AUM $20.6M
1-Year Est. Return 48.5%
This Quarter Est. Return
1 Year Est. Return
+48.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
-$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$32.5M
2
+$17.1M
3
+$6.15M
4
HIND
Vyome Holdings
HIND
+$1.07M

Sector Composition

1 Healthcare 68.22%
2 Technology 17.1%
3 Consumer Discretionary 14.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$170M 53.57%
4,969,911
-500,000
2
$54.2M 17.1%
866,774
-520,000
3
$46.5M 14.68%
2,354,080
4
$29.4M 9.27%
346,364
5
$6.52M 2.06%
25,497
6
$5.49M 1.73%
1,404,515
7
$2.74M 0.86%
67,841
8
$2.05M 0.65%
3,992
9
$148K 0.05%
8,293
10
$95K 0.03%
4,197
11
– –
0
12
– –
-497,158