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6CM
683 Capital Management Portfolio holdings
AUM
$1.08B
1-Year Est. Return
85.52%
This Fund
S&P 500
1 Year Est. Return
+85.52%
AUM
$1.08B
AUM Growth
-$124M
(-10%)
Holding
264
Top Buys
| 1 | +$24.8M | |
| 2 | +$16.6M | |
| 3 | +$15.8M | |
| 4 |
Eli Lilly
LLY
|
+$15.2M |
| 5 |
Genuine Parts
GPC
|
+$13M |
Top Sells
| 1 | +$30.9M | |
| 2 | +$24.7M | |
| 3 | +$13.6M | |
| 4 |
SUNC
SunocoCorp LLC
SUNC
|
+$11.6M |
| 5 |
GXO Logistics
GXO
|
+$10.6M |
Sector Composition
| 1 | Healthcare | 42.57% |
| 2 | Consumer Discretionary | 13.87% |
| 3 | Financials | 12.06% |
| 4 | Industrials | 6.62% |
| 5 | Materials | 6.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Seadrill
SDRL
$2.8B
| $11.4M | 1.06% |
250,000
+50,000
|
|
||
|
FOLD
27
DELISTED
Amicus Therapeutics
FOLD
| $11.2M | 1.04% |
775,000
-25,000
|
|
||
|
28
Genuine Parts
GPC
$13.5B
| $11.1M | 1.03% |
+105,000
|
|
||
29
Alphabet (Google) Class A
GOOGL
$4.35T
| $10.4M | 0.96% |
36,000
|
|
||
|
APLS
30
DELISTED
Apellis Pharmaceuticals
APLS
| $10.1M | 0.93% |
250,000
-80,000
|
|
||
31
Lennar Class B
LEN.B
$21.6B
| $9.67M | 0.9% |
115,000
|
|
||
32
Booking.com
BKNG
$124B
| $9.26M | 0.86% |
+55,000
|
|
||
33
Zevra Therapeutics
ZVRA
$798M
| $9.09M | 0.84% |
975,000
+70,000
|
|
||
34
Bristow Group
VTOL
$1.27B
| $8.72M | 0.81% |
186,000
|
|
||
35
UnitedHealth
UNH
$370B
| $8.66M | 0.8% |
32,000
-13,000
|
|
||
36
Cogent Communications
CCOI
$724M
| $8.48M | 0.79% |
450,300
-149,700
|
|
||
37
uniQure
QURE
$1.69B
| $8.17M | 0.76% |
500,000
+115,050
|
|
||
38
Inspired Entertainment
INSE
$214M
| $7.48M | 0.69% |
1,048,496
-12,548
|
|
||
39
Noble Corp
NE
$7.38B
| $7.36M | 0.68% |
150,000
+117,500
|
|
||
40
Alnylam Pharmaceuticals
ALNY
$38.9B
| $6.95M | 0.64% |
21,000
+17,218
|
|
||
41
Lexeo Therapeutics
LXEO
$324M
| $6.89M | 0.64% |
1,200,000
+80,000
|
|
||
42
Alector
ALEC
$169M
| $6.88M | 0.64% |
3,200,000
-150,000
|
|
||
43
Icon
ICLR
$11.1B
| $6.86M | 0.64% |
+62,000
|
|
||
44
Builders FirstSource
BLDR
$8.03B
| $6.59M | 0.61% |
80,000
+44,000
|
|
||
45
Globalstar
GSAT
$10.3B
| $6.51M | 0.6% |
98,000
-19,000
|
|
||
|
PCSC
46
Perceptive Capital Solutions
PCSC
$124M
| $6.16M | 0.57% |
561,923
-78,971
|
|
||
|
AIV
47
Aimco
AIV
$416M
| $5.9M | 0.55% |
+1,450,000
|
|
||
48
Energy Recovery
ERII
$408M
| $5.54M | 0.51% |
+550,000
|
|
||
49
Amazon
AMZN
$2.56T
| $5.52M | 0.51% |
26,500
|
|
||
50
Pan American Silver
PAAS
$18.6B
| $5.46M | 0.51% |
+100,000
|
|