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
$169M
AUM Growth
-$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$14.7M
2 +$127K

Sector Composition

1 Healthcare 67.84%
2 Consumer Discretionary 16.15%
3 Technology 16.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$74.7M 44.17%
3,234,911
-635,000
2
$27.3M 16.15%
2,354,080
3
$27.1M 16.01%
866,774
4
$16.6M 9.81%
2,416,241
5
$15.6M 9.2%
350,264
6
$3.97M 2.35%
25,497
7
$2.67M 1.58%
1,404,515
8
$1.12M 0.66%
3,992
9
$124K 0.07%
5,172
10
-8,293