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
$649M
AUM Growth
-$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$12.6M
3 +$12.5M
4
BCRX icon
BioCryst Pharmaceuticals
BCRX
+$1.35M

Top Sells

1 +$197M
2 +$699K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$188M 28.9%
16,390,000
2
$166M 25.64%
643,000
3
$117M 17.99%
7,277,000
4
$87.1M 13.43%
1,075,400
+155,000
5
$61.9M 9.54%
470,000
+104,000
6
$21.6M 3.33%
1,242,531
+720,408
7
$5.99M 0.92%
1,000,000
+225,000
8
$1.39M 0.21%
618,000
9
$237K 0.04%
185,183
10
-7,042,200
11
-22,000