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

Top Buys

1
+$194M
2
+$98M
3
+$86.6M
4
BIIB icon
Biogen
BIIB
+$76.9M
5
UNH icon
UnitedHealth
UNH
+$69.6M

Top Sells

1
+$123M
2
+$113M
3
+$95.2M
4
SGEN
Seagen Inc. Common Stock
SGEN
+$84.3M
5
ABBV icon
AbbVie
ABBV
+$84.1M

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
101
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-3,933
102
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-20,407
103
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-300,000
104
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-370,000
105
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-280,100
106
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-250,000
107
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-300,000
108
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-1,064,000
109
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-1,215,500
110
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-255,000
111
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-45,504
112
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0
113
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-65,999
114
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-330,000
115
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-1,000,000
116
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-862,000
117
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-1,790,000
1 2 3 4
5