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
$1.16B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$36.2M
2 +$19.2M
3 +$3.1M
4
BCRX icon
BioCryst Pharmaceuticals
BCRX
+$1.56M

Top Sells

1 +$5.66M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$327M 28.27%
14,040,000
+827,000
2
$210M 18.16%
2,889,300
-78,000
3
$191M 16.54%
16,390,000
4
$154M 13.35%
643,000
5
$114M 9.88%
6,614,000
6
$64.9M 5.62%
962,500
+537,500
7
$55.9M 4.84%
4,039,600
+112,900
8
$26.7M 2.31%
171,972
9
$8.21M 0.71%
707,010
10
$3.1M 0.27%
+500,356
11
$583K 0.05%
185,185