BC
Boxer Capital Portfolio holdings
AUM
$2.04B
This Quarter Return
+25.8%
1 Year Return
+108.35%
3 Year Return
+260.95%
5 Year Return
+1,103.68%
10 Year Return
–
AUM
$865M
AUM Growth
+$865M
(+7.5%)
Cap. Flow
-$19.5M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
75.1%
Holding
26
New
3
Increased
4
Reduced
9
Closed
3
Top Buys
| 1 |
IMMU
Immunomedics Inc
IMMU
|
$56.7M |
| 2 |
Biogen
BIIB
|
$47.3M |
| 3 |
Gossamer Bio
GOSS
|
$40.6M |
| 4 |
ALLK
Allakos
ALLK
|
$32.4M |
| 5 |
MRTX
Mirati Therapeutics, Inc. Common Stock
MRTX
|
$11M |
Top Sells
| 1 |
ICPT
Intercept Pharmaceuticals, Inc.
ICPT
|
$60.5M |
| 2 |
PTC Therapeutics
PTCT
|
$43.5M |
| 3 |
Wave Life Sciences
WVE
|
$25.3M |
| 4 |
GBT
Global Blood Therapeutics, Inc.
GBT
|
$23.8M |
| 5 |
AMRN
Amarin Corp
AMRN
|
$20.4M |
Sector Composition
| 1 | Healthcare | 88.95% |