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

Top Buys

1 +$16.7M
2 +$14.7M
3 +$13.5M
4
CGON icon
CG Oncology
CGON
+$13.5M
5
GMAB icon
Genmab
GMAB
+$13.4M

Top Sells

1 +$16.1M
2 +$13.2M
3 +$13.1M
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
NAMS icon
76
NewAmsterdam Pharma
NAMS
$3.58B
-68,000
NBIX icon
77
Neurocrine Biosciences
NBIX
$13.2B
-85,700
PCVX icon
78
Vaxcyte
PCVX
$6.15B
-23,000
REGN icon
79
Regeneron Pharmaceuticals
REGN
$76.6B
-25,400
XBI icon
80
State Street SPDR S&P Biotech ETF
XBI
$8.71B
-94,000