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
$32.4M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$17.8M

Sector Composition

1 Healthcare 89.12%
2 Consumer Discretionary 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.2M 59.24%
1,614,911
2
$4.22M 13.02%
18,700
3
$3.87M 11.92%
2,416,241
4
$3.53M 10.88%
2,354,080
5
$870K 2.68%
16,347
-334,897
6
$381K 1.17%
1,404,515
7
$290K 0.89%
3,992
8
$62K 0.19%
5,172