BCM

Boxer Capital Management Portfolio holdings

AUM $314M
1-Year Est. Return 361.23%
This Quarter Est. Return
1 Year Est. Return
+361.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$124M
3
+$87.7M
4
MRUS icon
Merus
MRUS
+$79.9M
5
RNA icon
Avidity Biosciences
RNA
+$50.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 99.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.15%
+500,000
27
$13.5M 1.15%
+1,590,000
28
$13.2M 1.13%
+750,000
29
$11.1M 0.94%
+907,895
30
$10.9M 0.93%
+466,680
31
$10.6M 0.9%
+563,067
32
$9.95M 0.85%
+1,000,000
33
$9.56M 0.81%
+690,000
34
$7.48M 0.64%
+350,000
35
$7.27M 0.62%
+946,915
36
$7.17M 0.61%
+2,060,000
37
$6.79M 0.58%
+355,500
38
$6.62M 0.56%
+1,750,000
39
$5.55M 0.47%
+750,000
40
$4.69M 0.4%
+2,603,190
41
$4.46M 0.38%
+250,000
42
$4.17M 0.35%
+752,000
43
$3.96M 0.34%
+250,000
44
$3.9M 0.33%
+86,000
45
$3.79M 0.32%
+650,000
46
$3.77M 0.32%
+105,400
47
$2.52M 0.21%
+1,545,000
48
$2.35M 0.2%
+135,000
49
$2.21M 0.19%
+536,132
50
$2.18M 0.19%
+1,708,187
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