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
$664M
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$47.1M
2 +$29.8M
3 +$23.9M
4
MRSN icon
Mersana Therapeutics
MRSN
+$19.7M
5
IRWD icon
Ironwood Pharmaceuticals
IRWD
+$17.5M

Top Sells

1 +$174K

Sector Composition

1 Healthcare 84.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$127M 19.13%
868,000
+321,500
2
$124M 18.67%
524,658
+62,800
3
$102M 15.36%
9,005,387
+1,540,141
4
$102M 15.3%
3,636,000
+855,000
5
$84.5M 12.73%
6,026,100
+975,000
6
$55M 8.27%
1,417,000
+74,000
7
$35.8M 5.39%
320,000
+266,000
8
$19.7M 2.97%
+150,000
9
$14.3M 2.15%
+100,000
10
$80K 0.01%
1,000
11
$73K 0.01%
1,000
12
-1,000