SCM

Sarissa Capital Management Portfolio holdings

AUM $154M
1-Year Est. Return 6.05%
This Quarter Est. Return
1 Year Est. Return
-6.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$92.5M
2
+$42.9M
3
+$34M
4
AVDL
Avadel Pharmaceuticals
AVDL
+$15.7M
5
SEEL
Seelos Therapeutics, Inc. Common Stock
SEEL
+$10.2M

Top Sells

1
+$18.8M
2
+$12.5M
3
+$263K

Sector Composition

1 Healthcare 91.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 22.33%
12,850,000
2
$92.5M 19.51%
+1,580,000
3
$59.6M 12.56%
775,000
4
$50.8M 10.72%
318,000
5
$42.9M 9.04%
+1,637,455
6
$34M 7.18%
+1,215,100
7
$23M 4.85%
419,200
8
$15.7M 3.32%
+875,000
9
$12.2M 2.57%
6
+5
10
$9.73M 2.05%
1,132,367
11
$8.6M 1.81%
360,000
12
$6.33M 1.34%
257,394
13
$4.92M 1.04%
689,091
14
$3.73M 0.79%
257,076
15
$1.94M 0.41%
31,000
16
$1.87M 0.39%
800
17
$368K 0.08%
2,060
18
– –
-460,000
19
– –
0
20
– –
-390,270