SCM

Sarissa Capital Management Portfolio holdings

AUM $223M
1-Year Est. Return 61.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+61.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$321K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$684K
2
+$405K
3
+$369K
4
LNTH icon
Lantheus
LNTH
+$329K
5
AMRN
Amarin Corp
AMRN
+$45

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.6M 36.64%
2,816,022
2
$38.1M 24.68%
303,151
-5,965
3
$20.2M 13.05%
1,242,527
-4
4
$19.4M 12.59%
588,357
-11,643
5
$11.4M 7.4%
15,919,435
-470,565
6
$7.88M 5.1%
96,251
-3,749
7
$823K 0.53%
25,401