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PCM
Politan Capital Management Portfolio holdings
AUM
$985M
1-Year Est. Return
3.12%
This Fund
S&P 500
1 Year Est. Return
-3.12%
AUM
$985M
AUM Growth
+$144M
(+17%)
Holding
3
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MASI
1
DELISTED
Masimo
MASI
| $816M | 82.89% |
4,589,648
|
|
||
2
Azenta
AZTA
$1.17B
| $97.7M | 9.92% |
4,622,450
+5,663
|
|
||
3
Centene
CNC
$33.4B
| $70.9M | 7.2% |
2,164,710
-25,901
|
|