BC
Boxer Capital Portfolio holdings
AUM
$2.04B
This Quarter Return
+59.64%
1 Year Return
+108.35%
3 Year Return
+260.95%
5 Year Return
+1,103.68%
10 Year Return
–
AUM
$883M
AUM Growth
+$883M
(-5.6%)
Cap. Flow
-$83.4M
Cap. Flow
% of AUM
-9.44%
Top 10 Holdings %
Top 10 Hldgs %
73.41%
Holding
36
New
4
Increased
6
Reduced
5
Closed
10
Top Buys
| 1 |
Solid Biosciences
SLDB
|
$72.3M |
| 2 |
Sarepta Therapeutics
SRPT
|
$49.6M |
| 3 |
Madrigal Pharmaceuticals
MDGL
|
$26.6M |
| 4 |
Kiniksa Pharmaceuticals
KNSA
|
$20.3M |
| 5 |
Esperion Therapeutics
ESPR
|
$18.6M |
Top Sells
| 1 |
AVXS
AveXis, Inc. Common Stock
AVXS
|
$111M |
| 2 |
LOXO
Loxo Oncology, Inc
LOXO
|
$46.1M |
| 3 |
GTHX
G1 Therapeutics, Inc. Common Stock
GTHX
|
$24.5M |
| 4 |
PTC Therapeutics
PTCT
|
$23.6M |
| 5 |
BPMC
Blueprint Medicines
BPMC
|
$22.9M |
Sector Composition
| 1 | Healthcare | 94.3% |
