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
$53.8M
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$44.5K

Top Sells

1
+$141M
2
+$23.1M

Sector Composition

1 Healthcare 89.1%
2 Consumer Discretionary 10.9%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23M 42.78%
1,614,911
-1,620,000
2
$16M 29.66%
351,244
+980
3
$5.86M 10.9%
2,354,080
4
$3.96M 7.37%
2,416,241
5
$3.53M 6.57%
18,700
6
$1.08M 2.01%
1,404,515
7
$305K 0.57%
3,992
8
$76K 0.14%
5,172
9
– –
-3,394,219