PHP
Parkman Healthcare Partners Portfolio holdings
AUM
$1.05B
1-Year Est. Return
89.76%
This Fund
S&P 500
1 Year Est. Return
+89.76%
AUM
$1.05B
AUM Growth
+$140M
(+15%)
Holding
111
Top Buys
| 1 | +$28.6M | |
| 2 | +$26.9M | |
| 3 | +$15.4M | |
| 4 |
Waters Corp
WAT
|
+$15.4M |
| 5 |
Mettler-Toledo International
MTD
|
+$15.3M |
Top Sells
| 1 | +$17.7M | |
| 2 | +$15.5M | |
| 3 | +$11.4M | |
| 4 |
Castle Biosciences
CSTL
|
+$10.5M |
| 5 |
Viridian Therapeutics
VRDN
|
+$10M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Zimmer Biomet
ZBH
$18.1B
| $13.6M | 1.29% |
151,049
-100,371
|
|
||
27
Danaher
DHR
$132B
| $13.5M | 1.28% |
58,889
-51,652
|
|
||
28
Xeris Biopharma Holdings
XERS
$945M
| $13.3M | 1.26% |
1,691,585
-100,089
|
|
||
29
Edwards Lifesciences
EW
$49.1B
| $12.9M | 1.23% |
150,985
-4,781
|
|
||
30
PTC Therapeutics
PTCT
$5.24B
| $12.2M | 1.16% |
160,179
-42,184
|
|
||
|
WAY
31
Waystar Holding Corp
WAY
$4.72B
| $12.1M | 1.15% |
369,023
+62,996
|
|
||
32
Syndax Pharmaceuticals
SNDX
$2.12B
| $12.1M | 1.15% |
574,023
-272,876
|
|
||
33
Tenet Healthcare
THC
$19.5B
| $12M | 1.14% |
60,514
-13,816
|
|
||
34
Nuvalent
NUVL
$7.7B
| $11.9M | 1.14% |
118,712
-1,478
|
|
||
35
ANI Pharmaceuticals
ANIP
$1.62B
| $11.4M | 1.09% |
+145,000
|
|
||
36
Edgewise Therapeutics
EWTX
$3.21B
| $10.6M | 1.01% |
427,690
-122,483
|
|
||
37
UnitedHealth
UNH
$251B
| $10.5M | 1% |
+31,875
|
|
||
38
Cooper Companies
COO
$14B
| $10.3M | 0.98% |
125,335
-51,188
|
|
||
39
Artivion
AORT
$1.73B
| $9.97M | 0.95% |
218,669
-2,375
|
|
||
40
Apogee Therapeutics
APGE
$5.06B
| $9.82M | 0.93% |
130,069
+24,238
|
|
||
|
MAZE
41
Maze Therapeutics
MAZE
$2.49B
| $8.67M | 0.83% |
209,266
+9,266
|
|
||
42
Assembly Biosciences
ASMB
$448M
| $8.48M | 0.81% |
249,357
-1,624
|
|
||
43
Arcellx
ACLX
$6.68B
| $8.35M | 0.8% |
128,111
-21,737
|
|
||
44
Axogen
AXGN
$1.65B
| $8.19M | 0.78% |
250,318
-251,514
|
|
||
45
IQVIA
IQV
$27.4B
| $7.94M | 0.76% |
35,230
+5,230
|
|
||
46
SI-BONE Inc
SIBN
$610M
| $7.38M | 0.7% |
374,382
-4,201
|
|
||
47
Doximity
DOCS
$4.48B
| $7.19M | 0.68% |
162,276
-16,694
|
|
||
48
BioCryst Pharmaceuticals
BCRX
$2.1B
| $7.02M | 0.67% |
900,057
-112,607
|
|
||
49
Xenon Pharmaceuticals
XENE
$4.82B
| $6.91M | 0.66% |
154,184
-21,953
|
|
||
50
OptimizeRx
OPRX
$111M
| $6.6M | 0.63% |
538,649
+29,038
|
|