SAM

Sectoral Asset Management Portfolio holdings

AUM $151M
1-Year Est. Return 14.02%
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$800M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$38M
2 +$21.9M
3 +$13.9M
4
CELG
Celgene Corp
CELG
+$10.7M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$9.45M

Top Sells

1 +$19M
2 +$12.9M
3 +$12.2M
4
TSRO
TESARO, Inc.
TSRO
+$9.38M
5
ABMD
Abiomed Inc
ABMD
+$8.23M

Sector Composition

1 Healthcare 91.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-147,756