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
1
$7.81M 10.02%
+58,756
2
$5.95M 7.63%
+107,500
3
$5.73M 7.36%
+21,500
4
$4.9M 6.29%
+12,878
5
$4.36M 5.59%
+84,875
6
$4M 5.13%
+18,850
7
$3.12M 4%
+68,331
8
$2.95M 3.79%
+165,500
9
$2.84M 3.64%
+111,250
10
$2.67M 3.43%
+88,000
11
$2.66M 3.42%
+24,848
12
$2.44M 3.13%
+144,036
13
$2.17M 2.78%
+11,345
14
$1.84M 2.37%
+119,543
15
$1.72M 2.21%
+150,000
16
$1.69M 2.17%
+36,077
17
$1.59M 2.05%
+76,000
18
$1.55M 1.98%
+70,812
19
$1.54M 1.97%
+16,169
20
$1.38M 1.77%
+64,368
21
$1.1M 1.41%
+71,347
22
$1.07M 1.37%
+4,500
23
$994K 1.28%
+87,500
24
$976K 1.25%
+37,000
25
$897K 1.15%
+10,000
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