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
$980M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$24.7M
2 +$5M
3 +$2.49M
4
MRSN icon
Mersana Therapeutics
MRSN
+$2.39M

Top Sells

1 +$29.1M

Sector Composition

1 Healthcare 99.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$160M 16.32%
14,040,000
2
$159M 16.19%
7,950,000
+125,000
3
$157M 16.07%
643,000
4
$153M 15.63%
928,100
5
$125M 12.72%
797,740
6
$79.5M 8.11%
6,414,000
7
$77.9M 7.95%
117,080
+3,600
8
$60.9M 6.22%
8,175,000
+3,314,000
9
$5M 0.51%
+3,333,333
10
$2.5M 0.26%
185,185
11
$219K 0.02%
1,000
12
$23K ﹤0.01%
950
-1,200,050