APM

Avidity Partners Management Portfolio holdings

AUM $439M
1-Year Est. Return 34.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$115M
3
+$96.7M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$87.1M
5
AVTR icon
Avantor
AVTR
+$56.4M

Top Sells

1
+$104M
2
+$94.9M
3
+$89.4M
4
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
+$67.9M
5
TMO icon
Thermo Fisher Scientific
TMO
+$52.2M

Sector Composition

1 Healthcare 94.3%
2 Technology 1.93%
3 Financials 0.19%
4 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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0
114
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1 2 3 4
5