APM

Avidity Partners Management Portfolio holdings

AUM $499M
1-Year Est. Return 3.47%
This Quarter Est. Return
1 Year Est. Return
+3.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.81B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$66.2M
3
+$63.9M
4
ILMN icon
Illumina
ILMN
+$63.7M
5
ISRG icon
Intuitive Surgical
ISRG
+$56.3M

Top Sells

1
+$84.9M
2
+$65.2M
3
+$58.7M
4
IMGN
Immunogen Inc
IMGN
+$54.2M
5
ZTS icon
Zoetis
ZTS
+$47.4M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-58,500
102
– –
-780,900
103
– –
-240,000
104
– –
-276,888
1 2 3 4
5