TCM
Tamarack Capital Management Portfolio holdings
AUM
$503M
This Quarter Return
+4.07%
1 Year Return
+15.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$535M
AUM Growth
+$535M
(+14%)
Cap. Flow
+$39.7M
Cap. Flow
% of AUM
7.43%
Top 10 Holdings %
Top 10 Hldgs %
58.88%
Holding
45
New
7
Increased
19
Reduced
7
Closed
6
Top Buys
| 1 |
Pfizer
PFE
|
$13.6M |
| 2 |
KERX
Keryx Biopharmaceuticals Inc
KERX
|
$12.1M |
| 3 |
Becton Dickinson
BDX
|
$9.19M |
| 4 |
OREX
Orexigen Therapeutics, Inc.
OREX
|
$7.83M |
| 5 |
Bio-Techne
TECH
|
$7.52M |
Top Sells
| 1 |
Quest Diagnostics
DGX
|
$13.8M |
| 2 |
Myriad Genetics
MYGN
|
$10.2M |
| 3 |
NTUS
Natus Medical Inc
NTUS
|
$8.05M |
| 4 |
HNGR
Hanger Inc.
HNGR
|
$8.04M |
| 5 |
DexCom
DXCM
|
$7.17M |
Sector Composition
| 1 | Healthcare | 82.76% |
| 2 | Technology | 1.12% |
| 3 | Consumer Staples | 0% |
