RPAM
Rhenman & Partners Asset Management Portfolio holdings
AUM
$904M
1-Year Est. Return
12.31%
1 Year Est. Return
+12.31%
AUM
$904M
AUM Growth
+$113M
(+14%)
Holding
103
Top Buys
| 1 | +$14.1M | |
| 2 | +$13.9M | |
| 3 | +$11.1M | |
| 4 |
Axsome Therapeutics
AXSM
|
+$9.96M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$9.17M |
Top Sells
| 1 | +$15.8M | |
| 2 | +$13.9M | |
| 3 | +$11.4M | |
| 4 |
VRNA
Verona Pharma
VRNA
|
+$10.1M |
| 5 |
Gilead Sciences
GILD
|
+$9.77M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Stryker
SYK
$136B
| – | – |
-11,500
|
|
||
|
VRNA
102
DELISTED
Verona Pharma
VRNA
| – | – |
-106,500
|
|
||
103
Astrana Health
ASTH
$1.36B
| – | – |
-190,000
|
|