TCM
Tamarack Capital Management Portfolio holdings
AUM
$503M
This Quarter Return
+15.99%
1 Year Return
+15.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$470M
AUM Growth
+$470M
(+43%)
Cap. Flow
+$66.6M
Cap. Flow
% of AUM
14.18%
Top 10 Holdings %
Top 10 Hldgs %
61.47%
Holding
41
New
9
Increased
10
Reduced
11
Closed
3
Top Buys
| 1 |
Quest Diagnostics
DGX
|
$38.9M |
| 2 |
Becton Dickinson
BDX
|
$17.4M |
| 3 |
MDRX
Veradigm Inc. Common Stock
MDRX
|
$16M |
| 4 |
Inogen
INGN
|
$13M |
| 5 |
DexCom
DXCM
|
$12.9M |
Top Sells
| 1 |
CFN
CAREFUSION CORPORATION
CFN
|
$25M |
| 2 |
AUXL
AUXILIUM PHARAMCEUTICALS INC
AUXL
|
$19.4M |
| 3 |
MiMedx Group
MDXG
|
$15.6M |
| 4 |
Alkermes
ALKS
|
$8.78M |
| 5 |
CBST
CUBIST PHARMACEUTICALS INC
CBST
|
$7.3M |
Sector Composition
| 1 | Healthcare | 83.41% |
| 2 | Technology | 1.05% |
| 3 | Consumer Staples | 0% |
