APM

Avidity Partners Management Portfolio holdings

AUM $347M
1-Year Est. Return 66.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$698M
AUM Growth
+$539M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$40.5M
3
+$35.6M
4
ABBV icon
AbbVie
ABBV
+$32.6M
5
CAH icon
Cardinal Health
CAH
+$26.2M

Top Sells

1
+$13.8M
2
+$9.27M
3
+$8.16M
4
EW icon
Edwards Lifesciences
EW
+$6.3M
5
AXNX
Axonics, Inc. Common Stock
AXNX
+$5.76M

Sector Composition

1 Healthcare 95.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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59
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60
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61
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62
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63
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64
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-30,000
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3