LGM

Logos Global Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 90.41%
This Quarter Est. Return
1 Year Est. Return
+90.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$724M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.8M
3
+$15.2M
4
CYTK icon
Cytokinetics
CYTK
+$13M
5
ANNX icon
Annexon
ANNX
+$12.3M

Top Sells

1
+$43.5M
2
+$37M
3
+$24.1M
4
ASND icon
Ascendis Pharma
ASND
+$16.1M
5
APLS icon
Apellis Pharmaceuticals
APLS
+$15.9M

Sector Composition

1 Healthcare 99.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.67M 1.18%
100,000
-50,000
27
$8.2M 1.12%
250,000
-20,000
28
$7.76M 1.06%
+650,000
29
$7.59M 1.03%
35,000
-65,000
30
$7.51M 1.02%
1,000,000
-500,000
31
$7.06M 0.96%
2,200,000
-1,350,000
32
$6.87M 0.93%
+1,178,787
33
$6.86M 0.93%
+1,800,000
34
$6.27M 0.85%
307,076
-94,153
35
$5.77M 0.78%
+500,000
36
$5.7M 0.78%
+525,000
37
$5.44M 0.74%
+525,000
38
$5.29M 0.72%
+500,000
39
$5.16M 0.7%
+300,000
40
$4.97M 0.68%
250,000
-650,000
41
$4.91M 0.67%
+200,000
42
$4.54M 0.62%
544,960
-500,000
43
$3.52M 0.48%
+600,000
44
$2.28M 0.31%
+120,000
45
$1.77M 0.24%
188,390
46
$1.42M 0.19%
+125,715
47
$1.06M 0.14%
421,184
48
$638K 0.09%
280,000
49
$543K 0.07%
31,872
-55,801
50
$11K ﹤0.01%
66,666
1
2
3