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
$319M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$2.06M
3
+$1.61M
4
TARO
Taro Pharmaceutical Industries Ltd.
TARO
+$119K

Top Sells

1
+$7.61M
2
+$5.42M
3
+$2.29M
4
MCK icon
McKesson
MCK
+$368K
5
ANAB icon
AnaptysBio
ANAB
+$282K

Sector Composition

1 Healthcare 98.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.2M 16.69%
936,777
-2,873
2
$44.5M 13.95%
1,441,967
-246,874
3
$44.3M 13.89%
73,143
-8,961
4
$38.3M 12%
207,287
-12,403
5
$34.7M 10.89%
545,583
+1,878
6
$32.8M 10.29%
164,591
-1,845
7
$29.2M 9.16%
103,202
+5,679
8
$21.1M 6.63%
+1,000,000
9
$6.9M 2.17%
211,098
-2,338
10
$6.01M 1.89%
107,773
+36,969
11
$4.24M 1.33%
891,259
-10,453
12
$3.33M 1.04%
137,203
-2,797
13
$208K 0.07%
2,577
-36
14
– –
-10,890