PHP
Parkman Healthcare Partners Portfolio holdings
AUM
$911M
1-Year Est. Return
51.9%
1 Year Est. Return
+51.9%
AUM
$911M
AUM Growth
+$46.3M
(+5.4%)
Holding
103
Top Buys
| 1 | +$18.2M | |
| 2 | +$14.8M | |
| 3 | +$12.9M | |
| 4 |
McKesson
MCK
|
+$8.56M |
| 5 |
Amicus Therapeutics
FOLD
|
+$8.5M |
Top Sells
| 1 | +$19.2M | |
| 2 | +$18.7M | |
| 3 | +$17.8M | |
| 4 |
Revvity
RVTY
|
+$15.2M |
| 5 |
IQVIA
IQV
|
+$15.1M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Boston Scientific
BSX
$139B
| $42.4M | 4.42% |
434,377
+151,211
|
|
||
2
Alnylam Pharmaceuticals
ALNY
$47.8B
| $40M | 4.17% |
87,690
-4,648
|
|
||
3
Insulet
PODD
$19.2B
| $35.9M | 3.74% |
116,238
+10,476
|
|
||
4
CVS Health
CVS
$105B
| $28.6M | 2.98% |
379,486
-138,321
|
|
||
5
Kiniksa Pharmaceuticals
KNSA
$3.27B
| $26.1M | 2.72% |
671,592
+182,796
|
|
||
6
Viridian Therapeutics
VRDN
$3.17B
| $24.9M | 2.6% |
1,154,487
-144,338
|
|
||
7
Zimmer Biomet
ZBH
$17.2B
| $24.8M | 2.58% |
251,420
+11,025
|
|
||
8
Stryker
SYK
$137B
| $23.7M | 2.47% |
64,108
+13,732
|
|
||
9
Qiagen
QGEN
$11.2B
| $22.3M | 2.33% |
500,159
+2,052
|
|
||
|
10
McKesson
MCK
$102B
| $22M | 2.3% |
28,542
+11,084
|
|
||
11
Danaher
DHR
$167B
| $21.9M | 2.29% |
110,541
+451
|
|
||
12
KalVista Pharmaceuticals
KALV
$773M
| $21.1M | 2.2% |
1,735,003
+1,055,940
|
|
||
13
uniQure
QURE
$1.57B
| $20.2M | 2.1% |
345,356
-98,066
|
|
||
14
Neurocrine Biosciences
NBIX
$13.5B
| $19.9M | 2.08% |
141,822
-24,188
|
|
||
15
Biogen
BIIB
$25.4B
| $18.2M | 1.9% |
+130,165
|
|
||
16
Mineralys Therapeutics
MLYS
$2.62B
| $17.3M | 1.8% |
455,523
-8,078
|
|
||
|
UPB
17
Upstream Bio Inc
UPB
$1.63B
| $15.9M | 1.66% |
843,502
+127,998
|
|
||
18
Tenet Healthcare
THC
$16.6B
| $15.1M | 1.57% |
74,330
-94,554
|
|
||
19
Xeris Biopharma Holdings
XERS
$1.24B
| $14.6M | 1.52% |
1,791,674
-315,809
|
|
||
20
LivaNova
LIVN
$3.5B
| $14.4M | 1.51% |
275,811
+100,811
|
|
||
|
MBX
21
MBX Biosciences
MBX
$1.65B
| $13.5M | 1.41% |
773,304
-98,629
|
|
||
|
22
Amicus Therapeutics
FOLD
$4.48B
| $13.3M | 1.39% |
1,687,318
+1,078,681
|
|
||
23
Doximity
DOCS
$7.63B
| $13.1M | 1.37% |
178,970
+58,136
|
|
||
24
Syndax Pharmaceuticals
SNDX
$1.91B
| $13M | 1.36% |
846,899
-20,914
|
|
||
25
PTC Therapeutics
PTCT
$6.11B
| $12.4M | 1.3% |
202,363
+20,720
|
|