RSCM
Rock Springs Capital Management Portfolio holdings
AUM
$1.6B
This Quarter Return
+2.83%
1 Year Return
+25.98%
3 Year Return
+194.74%
5 Year Return
+336.76%
10 Year Return
+2,199.29%
AUM
$3.31B
AUM Growth
+$3.31B
(-16%)
Cap. Flow
-$387M
Cap. Flow
% of AUM
-11.67%
Top 10 Holdings %
Top 10 Hldgs %
35.65%
Holding
121
New
8
Increased
41
Reduced
28
Closed
10
Top Buys
| 1 |
Insmed
INSM
|
$54.2M |
| 2 |
Johnson & Johnson
JNJ
|
$24.8M |
| 3 |
Structure Therapeutics
GPCR
|
$23.1M |
| 4 |
UnitedHealth
UNH
|
$22.9M |
| 5 |
Eli Lilly
LLY
|
$16.5M |
Top Sells
| 1 |
Immunocore
IMCR
|
$66M |
| 2 |
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
|
$44M |
| 3 |
Penumbra
PEN
|
$43.2M |
| 4 |
Boston Scientific
BSX
|
$32M |
| 5 |
Agios Pharmaceuticals
AGIO
|
$31.1M |
Sector Composition
| 1 | Healthcare | 97.63% |
| 2 | Consumer Staples | 1.87% |
| 3 | Industrials | 0.25% |
