BCM

Burrage Capital Management Portfolio holdings

AUM $99.7M
1-Year Est. Return 65.92%
This Quarter Est. Return
1 Year Est. Return
+65.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.7M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.87M
3
+$2.26M
4
RVMD icon
Revolution Medicines
RVMD
+$1.59M
5
INZY
Inozyme Pharma
INZY
+$1.24M

Top Sells

1
+$9.48M
2
+$7.59M
3
+$5.47M
4
TVRD
Tvardi Therapeutics
TVRD
+$3.91M
5
FULC icon
Fulcrum Therapeutics
FULC
+$3.77M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APLS icon
26
Apellis Pharmaceuticals
APLS
$3.12B
– –
-80,727
TVRD
27
Tvardi Therapeutics
TVRD
$37.3M
– –
-5,000
TCDA
28
DELISTED
Tricida, Inc. Common Stock
TCDA
– –
-658,877
1
2