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
$499M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$14.2M
3
+$13.6M
4
GMAB icon
Genmab
GMAB
+$13.3M
5
HNGE
Hinge Health
HNGE
+$13M

Top Sells

1
+$16.1M
2
+$13.3M
3
+$13.2M
4
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$9.93M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$9.48M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-645,000
77
– –
-260,000
78
– –
-87,000
79
– –
-16,800
80
– –
-91,000
1 2 3
4