MB

MPM BioImpact Portfolio holdings

AUM $611M
1-Year Est. Return 29.61%
This Quarter Est. Return
1 Year Est. Return
+29.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$549M
AUM Growth
-$96.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$2.92M
3
+$2.31M
4
VSTM icon
Verastem
VSTM
+$916K

Top Sells

1
+$12.2M
2
+$4.39M
3
+$1.37M
4
TECX
Tectonic Therapeutic
TECX
+$824K
5
CYTK icon
Cytokinetics
CYTK
+$685K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.77M 0.87%
298,852
-9,680
27
$3.91M 0.71%
103,405
-6,750
28
$3.68M 0.67%
146,041
-3,959
29
$3.03M 0.55%
375,326
-24,674
30
$2.92M 0.53%
+125,000
31
$2.49M 0.45%
53,993
-17,829
32
$2.06M 0.38%
302,615
-18,109
33
$1.28M 0.23%
239,888
-8,618
34
– –
-578,114
1
2