DM
Deerfield Management Portfolio holdings
AUM
$5.51B
This Quarter Return
+2.63%
1 Year Return
+12.76%
3 Year Return
+152.98%
5 Year Return
+204.91%
10 Year Return
+993.1%
AUM
$1.81B
AUM Growth
+$1.81B
(-30%)
Cap. Flow
-$568M
Cap. Flow
% of AUM
-31.37%
Top 10 Holdings %
Top 10 Hldgs %
42.89%
Holding
116
New
9
Increased
14
Reduced
41
Closed
26
Top Buys
| 1 |
XENT
Intersect ENT, Inc
XENT
|
$33.2M |
| 2 |
Glaukos
GKOS
|
$29.6M |
| 3 |
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
|
$20.1M |
| 4 |
PDCO
Patterson Companies, Inc.
PDCO
|
$18.5M |
| 5 |
McKesson
MCK
|
$14.2M |
Top Sells
| 1 |
BPMC
Blueprint Medicines
BPMC
|
$58.9M |
| 2 |
PTLA
Portola Pharmaceuticals, Inc.
PTLA
|
$58M |
| 3 |
Elevance Health
ELV
|
$45.7M |
| 4 |
LOXO
Loxo Oncology, Inc
LOXO
|
$40.3M |
| 5 |
Centene
CNC
|
$38.7M |
Sector Composition
| 1 | Healthcare | 74.5% |
| 2 | Financials | 1.81% |
