SCM
Soleus Capital Management Portfolio holdings
AUM
$1.45B
1-Year Est. Return
18.23%
1 Year Est. Return
+18.23%
AUM
$1.45B
AUM Growth
+$173M
(+14%)
Holding
102
Top Buys
| 1 | +$66.1M | |
| 2 | +$34.8M | |
| 3 | +$29.9M | |
| 4 |
Elevance Health
ELV
|
+$27.2M |
| 5 |
UnitedHealth
UNH
|
+$26.9M |
Top Sells
| 1 | +$21.7M | |
| 2 | +$20.3M | |
| 3 | +$18.7M | |
| 4 |
Merus
MRUS
|
+$18.2M |
| 5 |
Madrigal Pharmaceuticals
MDGL
|
+$18M |
Sector Composition
| 1 | Healthcare | 99.87% |
| 2 | Consumer Staples | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Teva Pharmaceuticals
TEVA
$21.8B
| – | – |
-450,500
|
|
||
102
SPDR S&P Biotech ETF
XBI
$6.34B
| – | – |
0
|
|