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
$20.8M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$4.22M
2
+$381K
3
+$290K

Sector Composition

1 Healthcare 85.85%
2 Consumer Discretionary 14.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 67.54%
1,614,911
2
$3.04M 14.64%
2,416,241
3
$2.94M 14.15%
2,354,080
4
$714K 3.43%
16,347
5
$51.5K 0.25%
5,172
6
– –
-3,992
7
– –
-18,700
8
– –
-1,404,515