APM
Avidity Partners Management Portfolio holdings
AUM
$499M
This Quarter Return
+7.12%
1 Year Return
+3.47%
3 Year Return
+181.12%
5 Year Return
+409%
10 Year Return
–
AUM
$3.58B
AUM Growth
+$3.58B
(+20%)
Cap. Flow
+$540M
Cap. Flow
% of AUM
15.07%
Top 10 Holdings %
Top 10 Hldgs %
34.78%
Holding
131
New
36
Increased
33
Reduced
15
Closed
37
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$103M |
| 2 |
Medtronic
MDT
|
$85.4M |
| 3 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$80.2M |
| 4 |
Nuvation Bio
NUVB
|
$78.6M |
| 5 |
AbbVie
ABBV
|
$78M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$137M |
| 2 |
Quest Diagnostics
DGX
|
$94.4M |
| 3 |
BioMarin Pharmaceuticals
BMRN
|
$87.1M |
| 4 |
Organogenesis Holdings
ORGO
|
$73.9M |
| 5 |
CHNG
Change Healthcare Inc. Common Stock
CHNG
|
$57.5M |
Sector Composition
| 1 | Healthcare | 96.26% |
| 2 | Financials | 0.29% |
| 3 | Industrials | 0% |
| 4 | Technology | 0% |
