SCM
Silverarc Capital Management Portfolio holdings
AUM
$489M
This Quarter Return
+6.98%
1 Year Return
+71.55%
3 Year Return
+1,109.63%
5 Year Return
–
10 Year Return
–
AUM
$223M
AUM Growth
+$223M
(+29%)
Cap. Flow
+$49.5M
Cap. Flow
% of AUM
22.17%
Top 10 Holdings %
Top 10 Hldgs %
40.82%
Holding
94
New
12
Increased
43
Reduced
11
Closed
23
Top Buys
| 1 |
Galapagos
GLPG
|
$7.11M |
| 2 |
IMGN
Immunogen Inc
IMGN
|
$6.41M |
| 3 |
APEN
Apollo Endosurgery, Inc.
APEN
|
$6.24M |
| 4 |
BLU
BELLUS Health Inc.
BLU
|
$5.92M |
| 5 |
ITCI
Intra-Cellular Therapies Inc.
ITCI
|
$4.87M |
Top Sells
| 1 |
Fulcrum Therapeutics
FULC
|
$5.24M |
| 2 |
NextCure
NXTC
|
$3.17M |
| 3 |
Arvinas
ARVN
|
$3.06M |
| 4 |
Insmed
INSM
|
$2.01M |
| 5 |
Erasca
ERAS
|
$1.98M |
Sector Composition
| 1 | Healthcare | 94.76% |
| 2 | Financials | 4.08% |
