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
$262M
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$141M

Top Sells

1
+$27.1M
2
+$1.69M

Sector Composition

1 Technology 53.76%
2 Healthcare 39.71%
3 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$141M 53.76%
+3,394,219
2
$67.4M 25.73%
3,234,911
3
$20.3M 7.74%
350,264
4
$17.1M 6.53%
2,354,080
5
$9.16M 3.5%
2,416,241
6
$4.66M 1.78%
18,700
-6,797
7
$1.5M 0.57%
1,404,515
8
$942K 0.36%
3,992
9
$92K 0.04%
5,172
10
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-866,774