BCM
BML Capital Management Portfolio holdings
AUM
$131M
This Quarter Return
+1.74%
1 Year Return
+89.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+17%)
Cap. Flow
-$27.7M
Cap. Flow
% of AUM
-21.86%
Top 10 Holdings %
Top 10 Hldgs %
79.82%
Holding
38
New
9
Increased
10
Reduced
3
Closed
3
Top Buys
| 1 |
THRX
Theseus Pharmaceuticals, Inc. Common Stock
THRX
|
$4.49M |
| 2 |
Design Therapeutics
DSGN
|
$2.73M |
| 3 |
CNTB
Connect Biopharma
CNTB
|
$2.43M |
| 4 |
OKUR
OnKure Therapeutics, Inc. Class A Common Stock
OKUR
|
$2.1M |
| 5 |
Atea Pharmaceuticals
AVIR
|
$2.02M |
Top Sells
| 1 |
Tourmaline Bio
TRML
|
$45.9M |
| 2 |
Neurogene
NGNE
|
$1.43M |
| 3 |
Passage Bio
PASG
|
$1.35M |
| 4 |
Athira Pharma
ATHA
|
$608K |
| 5 |
Retractable Technologies
RVP
|
$595K |
Sector Composition
| 1 | Healthcare | 62.72% |
| 2 | Technology | 1.48% |
| 3 | Consumer Discretionary | 0% |
