RPAM
Rhenman & Partners Asset Management Portfolio holdings
AUM
$1.07B
1-Year Est. Return
44.45%
This Fund
S&P 500
1 Year Est. Return
+44.45%
AUM
$904M
AUM Growth
+$113M
(+14%)
Holding
103
Top Buys
| 1 | +$14.7M | |
| 2 | +$12.4M | |
| 3 | +$9.71M | |
| 4 |
Axsome Therapeutics
AXSM
|
+$9.24M |
| 5 |
Procept Biorobotics
PRCT
|
+$9.13M |
Top Sells
| 1 | +$13.9M | |
| 2 | +$13.8M | |
| 3 | +$11.4M | |
| 4 |
VRNA
Verona Pharma
VRNA
|
+$10.1M |
| 5 |
Gilead Sciences
GILD
|
+$10M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Summit Therapeutics
SMMT
$12.7B
| – | – |
-78,000
|
|
||
102
Stryker
SYK
$137B
| – | – |
-11,500
|
|
||
103
Astrana Health
ASTH
$1.18B
| – | – |
-190,000
|
|