SCM
Silverarc Capital Management Portfolio holdings
AUM
$489M
This Quarter Return
+55.66%
1 Year Return
+71.55%
3 Year Return
+1,109.63%
5 Year Return
–
10 Year Return
–
AUM
$296M
AUM Growth
+$296M
(+33%)
Cap. Flow
+$55.4M
Cap. Flow
% of AUM
18.69%
Top 10 Holdings %
Top 10 Hldgs %
46.59%
Holding
90
New
21
Increased
29
Reduced
18
Closed
11
Top Buys
| 1 |
IMGN
Immunogen Inc
IMGN
|
$24M |
| 2 |
MORF
Morphic Holding, Inc. Common Stock
MORF
|
$11.5M |
| 3 |
Krystal Biotech
KRYS
|
$9.97M |
| 4 |
MoonLake Immunotherapeutics
MLTX
|
$4.81M |
| 5 |
ITCI
Intra-Cellular Therapies Inc.
ITCI
|
$4.67M |
Top Sells
| 1 |
BLU
BELLUS Health Inc.
BLU
|
$7.2M |
| 2 |
Nuvalent
NUVL
|
$7.02M |
| 3 |
Pharvaris
PHVS
|
$5.44M |
| 4 |
Regeneron Pharmaceuticals
REGN
|
$4.11M |
| 5 |
Immatics
IMTX
|
$2.9M |
Sector Composition
| 1 | Healthcare | 99.91% |
| 2 | Consumer Staples | 0.07% |
