RSCM
Rock Springs Capital Management Portfolio holdings
AUM
$1.6B
This Quarter Return
-6.58%
1 Year Return
+25.98%
3 Year Return
+194.74%
5 Year Return
+336.76%
10 Year Return
+2,199.29%
AUM
$3.73B
AUM Growth
+$3.73B
(-11%)
Cap. Flow
-$74.6M
Cap. Flow
% of AUM
-2%
Top 10 Holdings %
Top 10 Hldgs %
36%
Holding
129
New
6
Increased
41
Reduced
24
Closed
9
Top Buys
| 1 |
Boston Scientific
BSX
|
$47.1M |
| 2 |
Penumbra
PEN
|
$33.3M |
| 3 |
BPMC
Blueprint Medicines
BPMC
|
$25M |
| 4 |
Immunovant
IMVT
|
$24.7M |
| 5 |
Amgen
AMGN
|
$18.3M |
Top Sells
| 1 |
argenx
ARGX
|
$44.7M |
| 2 |
Spyre Therapeutics
SYRE
|
$40.1M |
| 3 |
Insulet
PODD
|
$28.5M |
| 4 |
CONMED
CNMD
|
$27.9M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$27.7M |
Sector Composition
| 1 | Healthcare | 97.08% |
| 2 | Consumer Staples | 1.17% |
| 3 | Industrials | 0.83% |
