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
$563M
AUM Growth
-$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$26.1M
3
+$21.8M
4
KROS icon
Keros Therapeutics
KROS
+$20.4M
5
ETNB
89bio
ETNB
+$18.2M

Top Sells

1
+$42.3M
2
+$37M
3
+$31.5M
4
INSM icon
Insmed
INSM
+$31.1M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$27.3M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-500,000
52
– –
-300,000
53
– –
-500,000
54
– –
-700,000
55
– –
-450,000
56
– –
-175,000
57
– –
-750,000
58
– –
-200,000
1 2
3