KAM
Krensavage Asset Management Portfolio holdings
AUM
$189M
This Quarter Return
+13.7%
1 Year Return
+19.71%
3 Year Return
+56.44%
5 Year Return
+120.01%
10 Year Return
+215.64%
AUM
$220M
AUM Growth
+$220M
(+22%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
5.86%
Top 10 Holdings %
Top 10 Hldgs %
70.24%
Holding
28
New
2
Increased
7
Reduced
10
Closed
5
Top Buys
| 1 |
Enanta Pharmaceuticals
ENTA
|
$13M |
| 2 |
Amgen
AMGN
|
$4.48M |
| 3 |
Teva Pharmaceuticals
TEVA
|
$1.81M |
| 4 |
Avanos Medical
AVNS
|
$1.81M |
| 5 |
United Therapeutics
UTHR
|
$1.03M |
Top Sells
| 1 |
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
|
$4.99M |
| 2 |
MDCO
Medicines Co
MDCO
|
$3.56M |
| 3 |
Assertio
ASRT
|
$874K |
| 4 |
IPXL
Impax Laboratories, Inc.
IPXL
|
$573K |
| 5 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
$435K |
Sector Composition
| 1 | Healthcare | 67.03% |