RSCM

Rock Springs Capital Management Portfolio holdings

AUM $1.71B
1-Year Est. Return 43.68%
This Quarter Est. Return
1 Year Est. Return
+43.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$27.6M
3
+$25.5M
4
MRSN icon
Mersana Therapeutics
MRSN
+$21.3M
5
TMO icon
Thermo Fisher Scientific
TMO
+$19.2M

Top Sells

1
+$27.3M
2
+$24.2M
3
+$22.4M
4
AMGN icon
Amgen
AMGN
+$16.1M
5
PTHN
Patheon N.V.
PTHN
+$10.5M

Sector Composition

1 Healthcare 80.21%
2 Financials 3.81%
3 Consumer Discretionary 1.14%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-66,400
152
– –
-145,000
153
– –
-400,000
3 4 5 6
7