SCM

Silverarc Capital Management Portfolio holdings

AUM $489M
1-Year Est. Return 71.55%
This Quarter Est. Return
1 Year Est. Return
+71.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$6.41M
3
+$6.24M
4
BLU
BELLUS Health Inc.
BLU
+$5.92M
5
ITCI
Intra-Cellular Therapies Inc.
ITCI
+$4.87M

Top Sells

1
+$5.24M
2
+$3.17M
3
+$3.06M
4
INSM icon
Insmed
INSM
+$2.01M
5
ERAS icon
Erasca
ERAS
+$1.98M

Sector Composition

1 Healthcare 94.76%
2 Financials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,950
77
– –
-1,475
78
– –
0
79
– –
-23,855
80
– –
-37,000
81
– –
-50,000
82
– –
-30,000
83
– –
0
84
– –
-40,956
85
– –
0
86
– –
-288,042
87
– –
-6,208
88
– –
-37,249
89
– –
-106,388
90
– –
-42,022
91
– –
-3,104
92
– –
-6,579
93
– –
-18,581
94
– –
-31,040
1 2 3
4