KL
Kam Lawrence Portfolio holdings
AUM
$97.4M
1 Year Est. Return
–
AUM
$97.4M
AUM Growth
–
Holding
7
Top Buys
| 1 | +$46.6M | |
| 2 | +$19.1M | |
| 3 | +$14.5M | |
| 4 |
Genworth Financial
GNW
|
+$9.23M |
| 5 |
Fennec Pharmaceuticals
FENC
|
+$5.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 87.92% |
| 2 | Financials | 11.93% |
| 3 | Materials | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Adverum Biotechnologies
ADVM
$95M
| $46.6M | 47.83% |
+404,321
|
|
||
2
Regenxbio
RGNX
$566M
| $19.1M | 19.59% |
+465,664
|
|
||
3
Sarepta Therapeutics
SRPT
$1.85B
| $14.5M | 14.93% |
+112,689
|
|
||
|
4
Genworth Financial
GNW
$3.56B
| $9.23M | 9.48% |
+2,097,335
|
|
||
|
5
Fennec Pharmaceuticals
FENC
$222M
| $5.42M | 5.56% |
+834,689
|
|
||
6
SiriusPoint
SPNT
$2.32B
| $2.39M | 2.45% |
+227,185
|
|
||
7
Tronox
TROX
$542M
| $149K | 0.15% |
+13,055
|
|