PCM

Politan Capital Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 6.81%
This Quarter Est. Return
1 Year Est. Return
+6.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
-$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$875M 50.83%
4,739,963
2
$846M 49.17%
13,384,380
+269,800