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
$3.58B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$85.4M
3
+$80.2M
4
NUVB icon
Nuvation Bio
NUVB
+$78.6M
5
ABBV icon
AbbVie
ABBV
+$78M

Top Sells

1
+$137M
2
+$94.4M
3
+$87.1M
4
ORGO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-531,000
127
– –
-578,100
128
– –
-125,690
129
– –
-150,000
130
– –
-125,000
131
– –
-3,082,100
2 3 4 5
6