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
$220M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$4.41M
3
+$1.7M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.69M
5
UTHR icon
United Therapeutics
UTHR
+$915K

Top Sells

1
+$4.99M
2
+$3.56M
3
+$800K
4
IPXL
Impax Laboratories, Inc.
IPXL
+$486K
5
PFE icon
Pfizer
PFE
+$419K

Sector Composition

1 Healthcare 67.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-128,600
27
– –
-17,000
1
2