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
$329M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.55M
3
+$1.25M
4
ENTA icon
Enanta Pharmaceuticals
ENTA
+$343K
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$110K

Top Sells

1
+$505K
2
+$169K
3
+$67K
4
EXEL icon
Exelixis
EXEL
+$42.1K
5
EGRX
Eagle Pharmaceuticals, Inc.
EGRX
+$30.9K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.2M 14.96%
177,126
+122
2
$48.9M 14.84%
59,488
-615
3
$45.3M 13.75%
202,110
+10,062
4
$41.5M 12.59%
2,135,868
-2,171
5
$39.3M 11.95%
1,395,797
-5,986
6
$29.9M 9.07%
1,062,123
+44,466
7
$26.7M 8.1%
353,278
+20,529
8
$24.4M 7.41%
603,301
+8,483
9
$15.6M 4.74%
641,910
-2,754
10
$3.23M 0.98%
113,737
-1,088
11
$2.85M 0.87%
459,489
-4,109
12
$2.46M 0.75%
361,560
+16,270