APM

Avidity Partners Management Portfolio holdings

AUM $439M
1-Year Est. Return 34.53%
This Quarter Est. Return
1 Year Est. Return
+34.53%
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
+$66.9M
2
+$37.9M
3
+$32.9M
4
ABBV icon
AbbVie
ABBV
+$29.2M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$25.5M

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
51
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-15,000
52
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-10,500
53
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-7,750
54
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-30,000
55
– –
-56,135
56
– –
-208,000
57
– –
-30,000
58
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-53,000
59
– –
0
60
– –
-165,000
61
– –
-76,000
62
– –
-81,000
63
– –
-31,000
64
– –
-62,700
1 2
3