KAM

Krensavage Asset Management Portfolio holdings

AUM $283M
1-Year Est. Return 69.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+69.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$12.6M
3 +$12.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$12.2M
5
MRK icon
Merck
MRK
+$11.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 65.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$68K 0.04%
+17,000