SC

Sarissa Consulting Portfolio holdings

AUM $96.8M
1-Year Est. Return 29.29%
This Quarter Est. Return
1 Year Est. Return
+29.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$5.95M
3
+$5.73M
4
LCID icon
Lucid Motors
LCID
+$4.9M
5
CIT
CIT Group Inc.
CIT
+$4.36M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 17.31%
2 Financials 16.72%
3 Technology 13.12%
4 Healthcare 9.76%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$722K 0.93%
+28,000
27
$690K 0.89%
+35,000
28
$671K 0.86%
+28,802
29
$656K 0.84%
+18,500
30
$636K 0.82%
+13,000
31
$631K 0.81%
+23,097
32
$594K 0.76%
+155,000
33
$584K 0.75%
+32,500
34
$520K 0.67%
+142,400
35
$464K 0.6%
+5,000
36
$442K 0.57%
+19,312
37
$436K 0.56%
+8,700
38
$435K 0.56%
+27,725
39
$416K 0.53%
+17,512
40
$400K 0.51%
+40,400
41
– –
0
42
$339K 0.44%
+34,200
43
$337K 0.43%
+34,000
44
– –
0
45
$174K 0.22%
+17,500
46
$130K 0.17%
+1,357
47
– –
0
48
$24K 0.03%
+16,701
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