SCM

Sarissa Capital Management Portfolio holdings

AUM $180M
1-Year Est. Return 11.9%
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M

Top Sells

1
+$80.9M
2
+$24.2M
3
+$9.4M
4
VOR icon
Vor Biopharma
VOR
+$78.9K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.1M 33%
2,816,022
-4,460,978
2
$34.2M 22.1%
309,116
3
$24.1M 15.59%
600,000
-233,799
4
$24.1M 15.57%
16,390,000
5
$11.1M 7.2%
1,242,531
6
$9.76M 6.31%
100,000
+37,000
7
$365K 0.24%
25,401
-5,499
8
– –
-262,080