PCM

Politan Capital Management Portfolio holdings

AUM $1.39B
This Quarter Return
+32.24%
1 Year Return
+6.81%
3 Year Return
+11.45%
5 Year Return
–
10 Year Return
–
AUM
$1.04B
AUM Growth
–
Cap. Flow
+$1.04B
Cap. Flow %
100%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

1
CNC icon
Centene
CNC
$1.04B

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CNC icon
1
Centene
CNC
$14.3B
$1.04B 100%
+12,681,408
New +$1.04B