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Parkman Healthcare Partners Portfolio holdings
AUM
$965M
1-Year Est. Return
79.46%
This Fund
S&P 500
1 Year Est. Return
+79.46%
AUM
$965M
AUM Growth
-$85.9M
(-8.2%)
Holding
117
Top Buys
| 1 | +$35.1M | |
| 2 | +$19.2M | |
| 3 | +$18.5M | |
| 4 |
Stryker
SYK
|
+$17.7M |
| 5 |
AbbVie
ABBV
|
+$16.6M |
Top Sells
| 1 | +$26M | |
| 2 | +$25.1M | |
| 3 | +$21.2M | |
| 4 |
McKesson
MCK
|
+$21.1M |
| 5 |
Kiniksa Pharmaceuticals
KNSA
|
+$18M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Stryker
SYK
$116B
| $50.9M | 5.27% |
154,771
+49,299
|
|
||
2
DexCom
DXCM
$28.9B
| $43.3M | 4.49% |
689,822
+102,347
|
|
||
3
KalVista Pharmaceuticals
KALV
$1.44B
| $36.9M | 3.83% |
1,835,506
+66,998
|
|
||
4
Insulet
PODD
$10.3B
| $32.9M | 3.41% |
156,561
+15,701
|
|
||
5
Eli Lilly
LLY
$1.04T
| $31.8M | 3.3% |
+34,616
|
|
||
6
PTC Therapeutics
PTCT
$6.2B
| $29.4M | 3.05% |
431,364
+271,185
|
|
||
7
Xenon Pharmaceuticals
XENE
$5.04B
| $28.9M | 3% |
497,035
+342,851
|
|
||
8
Boston Scientific
BSX
$70.2B
| $28.2M | 2.92% |
448,768
-51,761
|
|
||
9
CVS Health
CVS
$127B
| $27.8M | 2.88% |
387,306
-62,906
|
|
||
10
Arcus Biosciences
RCUS
$2.98B
| $26.1M | 2.7% |
1,207,274
+238,672
|
|
||
11
LivaNova
LIVN
$4.34B
| $25.7M | 2.66% |
403,965
-6,947
|
|
||
12
Zimmer Biomet
ZBH
$16.7B
| $24.4M | 2.53% |
269,557
+118,508
|
|
||
|
MBX
13
MBX Biosciences
MBX
$1.59B
| $23.9M | 2.48% |
800,037
-85,602
|
|
||
14
ANI Pharmaceuticals
ANIP
$1.87B
| $21.6M | 2.24% |
280,575
+135,575
|
|
||
15
Syndax Pharmaceuticals
SNDX
$1.6B
| $21.1M | 2.18% |
901,511
+327,488
|
|
||
16
Qiagen
QGEN
$7.63B
| $20M | 2.08% |
500,000
+5,649
|
|
||
17
Envista
NVST
$3.89B
| $18.1M | 1.87% |
+711,693
|
|
||
18
EyePoint Inc
EYPT
$1.05B
| $17.5M | 1.81% |
1,354,800
+266,767
|
|
||
|
19
AbbVie
ABBV
$399B
| $16.3M | 1.69% |
+75,000
|
|
||
20
BioCryst Pharmaceuticals
BCRX
$2.14B
| $16.3M | 1.69% |
1,708,099
+808,042
|
|
||
21
IQVIA
IQV
$30B
| $14.8M | 1.53% |
86,702
+51,472
|
|
||
22
Agios Pharmaceuticals
AGIO
$1.71B
| $13.7M | 1.42% |
403,525
+303,921
|
|
||
23
Illumina
ILMN
$24.5B
| $13.6M | 1.41% |
+110,370
|
|
||
24
Edwards Lifesciences
EW
$49.5B
| $13.4M | 1.39% |
167,155
+16,170
|
|
||
25
Neurocrine Biosciences
NBIX
$16.5B
| $13.1M | 1.35% |
99,069
-15,643
|
|