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
$582M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$16.5M
3
+$11.1M
4
UTHR icon
United Therapeutics
UTHR
+$11.1M
5
JANX icon
Janux Therapeutics
JANX
+$9.1M

Top Sells

1
+$26.9M
2
+$24.4M
3
+$22M
4
SRRK icon
Scholar Rock
SRRK
+$18M
5
AKRO
Akero Therapeutics
AKRO
+$12.8M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.9M 9.95%
7,648,268
2
$33.3M 5.72%
+100,415
3
$30.1M 5.18%
833,659
+33,659
4
$24.3M 4.18%
1,105,444
+26,128
5
$22.7M 3.9%
232,387
-3,826
6
$22.4M 3.85%
439,977
+5,210
7
$22.2M 3.82%
157,047
-3,579
8
$21.6M 3.71%
3,428,366
+333,470
9
$21.2M 3.64%
631,964
+14,929
10
$21.1M 3.62%
714,224
+11,243
11
$18.9M 3.24%
442,656
-10,083
12
$18.2M 3.12%
58,907
+35,907
13
$16.5M 2.84%
+1,313,104
14
$16M 2.76%
8,442,783
-125,113
15
$15.3M 2.63%
567,193
+337,193
16
$14.4M 2.48%
398,445
+7,427
17
$12.3M 2.12%
316,049
+819
18
$12.2M 2.1%
1,509,580
+20,343
19
$11.2M 1.93%
317,083
+3,266
20
$11.1M 1.92%
+337,603
21
$11M 1.89%
2,930,446
+17,896
22
$10.8M 1.86%
1,618,265
+597,706
23
$10.4M 1.79%
1,745,943
24
$10.4M 1.79%
790,779
+69,640
25
$10.3M 1.76%
261,215
-6,282
1
2 3