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
$4.51B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$94.9M
3
+$83.2M
4
BIIB icon
Biogen
BIIB
+$79.4M
5
UNH icon
UnitedHealth
UNH
+$65.8M

Top Sells

1
+$123M
2
+$113M
3
+$95.2M
4
HOLX icon
Hologic
HOLX
+$81.5M
5
SGEN
Seagen Inc. Common Stock
SGEN
+$79.1M

Sector Composition

1 Healthcare 97.22%
2 Financials 0.53%
3 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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105
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110
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0
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114
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116
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117
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-65,999
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5