SCM
Soleus Capital Management Portfolio holdings
AUM
$1.45B
This Quarter Return
+34.67%
1 Year Return
+18.23%
3 Year Return
+274.85%
5 Year Return
+440.77%
10 Year Return
–
AUM
$555M
AUM Growth
+$555M
(+54%)
Cap. Flow
+$107M
Cap. Flow
% of AUM
19.36%
Top 10 Holdings %
Top 10 Hldgs %
64.54%
Holding
91
New
25
Increased
22
Reduced
13
Closed
17
Top Buys
| 1 |
THER
THERATECHNOLOGIES INC COM
THER
|
$26.9M |
| 2 |
Krystal Biotech
KRYS
|
$12.1M |
| 3 |
ISEE
IVERIC bio, Inc. Common Stock
ISEE
|
$11M |
| 4 |
AstraZeneca
AZN
|
$9.65M |
| 5 |
C4 Therapeutics
CCCC
|
$7.23M |
Top Sells
| 1 |
NVTA
Invitae Corporation
NVTA
|
$10.2M |
| 2 |
ESSA Pharma
EPIX
|
$8.88M |
| 3 |
Vericel Corp
VCEL
|
$7.31M |
| 4 |
Mersana Therapeutics
MRSN
|
$5.5M |
| 5 |
Exelixis
EXEL
|
$4.71M |
Sector Composition
| 1 | Healthcare | 90.73% |
| 2 | Consumer Staples | 1.79% |
| 3 | Real Estate | 0.62% |
| 4 | Financials | 0.57% |
