PCM
Politan Capital Management Portfolio holdings
AUM
$1.39B
This Quarter Return
+0.5%
1 Year Return
+6.81%
3 Year Return
+11.45%
5 Year Return
–
10 Year Return
–
AUM
$1.09B
AUM Growth
+$1.09B
(+0.5%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Centene
CNC
$14.3B
| $1.09B | 100% |
12,914,408
| – | – |
|