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
$1.96B
AUM Growth
-$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$41.1M
3
+$34.1M
4
KYMR icon
Kymera Therapeutics
KYMR
+$23.7M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$22.5M

Top Sells

1
+$61M
2
+$53.9M
3
+$50.4M
4
AVTR icon
Avantor
AVTR
+$47.9M
5
ISRG icon
Intuitive Surgical
ISRG
+$47.6M

Sector Composition

1 Healthcare 100%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-184,500
102
– –
-117,000
103
– –
-215,600
1 2 3 4
5