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
$840M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$133M
2 +$23.2M
3 +$17.5M
4
BCRX icon
BioCryst Pharmaceuticals
BCRX
+$4.71M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$234M 27.88%
8,964,640
-5,075,360
2
$203M 24.17%
16,390,000
3
$178M 21.19%
643,000
4
$91.8M 10.92%
1,068,750
-204,350
5
$87.6M 10.43%
6,614,000
6
$23.4M 2.79%
159,880
7
$11.3M 1.34%
980,288
-410,502
8
$5.82M 0.69%
240,350
-959,550
9
$4.11M 0.49%
618,000
10
$590K 0.07%
500,356
11
$254K 0.03%
185,183