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

Top Buys

1 +$13M
2 +$4.48M
3 +$1.81M
4
AVNS icon
Avanos Medical
AVNS
+$1.81M
5
UTHR icon
United Therapeutics
UTHR
+$1.03M

Top Sells

1 +$4.99M
2 +$3.56M
3 +$874K
4
IPXL
Impax Laboratories, Inc.
IPXL
+$573K
5
AMAG
AMAG Pharmaceuticals
AMAG
+$435K

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