KAM

Krensavage Asset Management Portfolio holdings

AUM $189M
1-Year Est. Return 19.71%
This Quarter Est. Return
1 Year Est. Return
+19.71%
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 +$16.2M
2 +$14.9M
3 +$13.7M
4
IPXL
Impax Laboratories, Inc.
IPXL
+$13.4M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$12.6M

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