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
$1.86B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$87.9M
3
+$64.3M
4
AVTR icon
Avantor
AVTR
+$61.3M
5
TMO icon
Thermo Fisher Scientific
TMO
+$48.9M

Top Sells

1
+$82.4M
2
+$67.7M
3
+$57M
4
HOLX
Hologic
HOLX
+$46.6M
5
EXEL icon
Exelixis
EXEL
+$44.9M

Sector Composition

1 Healthcare 93.04%
2 Technology 1.98%
3 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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