SCM

Sio Capital Management Portfolio holdings

AUM $249M
1-Year Est. Return 117.71%
This Quarter Est. Return
1 Year Est. Return
+117.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.7M
3
+$10.7M
4
NVS icon
Novartis
NVS
+$8.3M
5
ELV icon
Elevance Health
ELV
+$8.28M

Top Sells

1
+$18.6M
2
+$16M
3
+$13.8M
4
ASND icon
Ascendis Pharma
ASND
+$10.6M
5
NVO icon
Novo Nordisk
NVO
+$8.47M

Sector Composition

1 Healthcare 87.7%
2 Technology 1.63%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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92
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4