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KAM

Krensavage Asset Management Portfolio holdings

AUM $256M
1-Year Est. Return 69.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+69.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1 +$7.66M
2 +$5.43M
3 +$3.31M
4
BIIB icon
Biogen
BIIB
+$1.84M
5
INMD icon
InMode
INMD
+$1.72M

Top Sells

1 +$18.4M
2 +$15.2M
3 +$4.11M
4
UTHR icon
United Therapeutics
UTHR
+$3.49M
5
EXEL icon
Exelixis
EXEL
+$3.35M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UTHR icon
1
United Therapeutics
UTHR
$23.3B
$50M 19.55%
84,282
-7,000
ENTA icon
2
Enanta Pharmaceuticals
ENTA
$333M
$36.2M 14.16%
2,866,138
+99,748
JAZZ icon
3
Jazz Pharmaceuticals
JAZZ
$14.5B
$31.7M 12.41%
167,816
BMRN icon
4
BioMarin Pharmaceuticals
BMRN
$10.8B
$29.6M 11.59%
524,786
EXEL icon
5
Exelixis
EXEL
$13.3B
$17.8M 6.97%
415,693
-77,833
SNY icon
6
Sanofi
SNY
$105B
$15.6M 6.1%
323,946
SUPN icon
7
Supernus Pharmaceuticals
SUPN
$2.55B
$14.5M 5.67%
280,681
-32,818
INDV icon
8
Indivior Pharmaceuticals
INDV
$4.54B
$10.3M 4.05%
339,532
RARE icon
9
Ultragenyx Pharmaceutical
RARE
$2.5B
$8.19M 3.2%
390,879
+241,245
VNDA icon
10
Vanda Pharmaceuticals
VNDA
$354M
$8.16M 3.19%
1,180,388
EMBC icon
11
Embecta
EMBC
$186M
$6.5M 2.54%
+735,340
GSK icon
12
GSK
GSK
$105B
$5.34M 2.09%
96,729
BNTX icon
13
BioNTech
BNTX
$23B
$5.29M 2.07%
59,523
-40,000
ALKS icon
14
Alkermes
ALKS
$7.39B
$3.81M 1.49%
107,822
BIIB icon
15
Biogen
BIIB
$29.3B
$3.67M 1.43%
20,000
+10,000
REGN icon
16
Regeneron Pharmaceuticals
REGN
$64.5B
$3.09M 1.21%
4,000
ARDX icon
17
Ardelyx
ARDX
$1.4B
$3M 1.17%
+500,000
INMD icon
18
InMode
INMD
$860M
$1.65M 0.65%
+120,942
EOLS icon
19
Evolus
EOLS
$445M
$649K 0.25%
157,985
+57,985
ABT icon
20
Abbott
ABT
$154B
$513K 0.2%
+5,000
AVDL
21
DELISTED
Avadel Pharmaceuticals
AVDL
-855,860
CAH icon
22
Cardinal Health
CAH
$53B
-73,745