SC
Sarissa Consulting Portfolio holdings
AUM
$96.8M
This Quarter Return
+9.59%
1 Year Return
+29.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$77.9M
AUM Growth
–
Cap. Flow
+$77.2M
Cap. Flow
% of AUM
99.13%
Top 10 Holdings %
Top 10 Hldgs %
56.89%
Holding
48
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$7.81M |
| 2 |
NUAN
Nuance Communications, Inc.
NUAN
|
$5.95M |
| 3 |
COHR
Coherent Inc
COHR
|
$5.73M |
| 4 |
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% |
