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 | |
|---|---|---|---|---|---|---|
51
Precigen
PGEN
$1.24B
| $6.91M | 0.72% |
2,101,715
+558,892
|
|
||
52
Schrodinger
SDGR
$1.34B
| $6.82M | 0.71% |
340,187
-247,369
|
|
||
53
BioMarin Pharmaceuticals
BMRN
$10.2B
| $6.82M | 0.71% |
125,949
-99,201
|
|
||
54
Certara
CERT
$1.48B
| $6.74M | 0.7% |
551,850
+51,850
|
|
||
55
Assembly Biosciences
ASMB
$567M
| $6.43M | 0.67% |
+250,981
|
|
||
56
Outset Medical
OM
$79.9M
| $6.42M | 0.67% |
454,512
-94,540
|
|
||
57
InspireMD
NSPR
$80.1M
| $5.88M | 0.61% |
2,440,633
+1,205,328
|
|
||
58
Stoke Therapeutics
STOK
$1.95B
| $5.88M | 0.61% |
+250,000
|
|
||
|
59
IQVIA
IQV
$38B
| $5.7M | 0.59% |
30,000
-79,500
|
|
||
60
Treace Medical Concepts
TMCI
$182M
| $5.69M | 0.59% |
847,675
+3,677
|
|
||
61
SI-BONE Inc
SIBN
$815M
| $5.57M | 0.58% |
378,583
+16,575
|
|
||
|
MAZE
62
Maze Therapeutics
MAZE
$1.86B
| $5.19M | 0.54% |
+200,000
|
|
||
63
GeneDx Holdings
WGS
$4.58B
| $4.88M | 0.51% |
45,250
-129,750
|
|
||
|
ABVX
64
Abivax
ABVX
$10.4B
| $4.69M | 0.49% |
+55,197
|
|
||
65
Apogee Therapeutics
APGE
$5.23B
| $4.2M | 0.44% |
105,831
+50,427
|
|
||
66
Immunome
IMNM
$1.79B
| $4.11M | 0.43% |
+351,131
|
|
||
67
Protagonist Therapeutics
PTGX
$5.71B
| $4.11M | 0.43% |
61,849
+253
|
|
||
68
Agios Pharmaceuticals
AGIO
$1.63B
| $4.03M | 0.42% |
+100,380
|
|
||
69
CVRx
CVRX
$221M
| $3.97M | 0.41% |
491,408
-297,691
|
|
||
70
MannKind Corp
MNKD
$1.79B
| $3.52M | 0.37% |
656,084
-1,244,834
|
|
||
71
RxSight
RXST
$518M
| $3.42M | 0.36% |
380,713
-253,161
|
|
||
72
Spyre Therapeutics
SYRE
$2.69B
| $3.36M | 0.35% |
+200,753
|
|
||
73
Crinetics Pharmaceuticals
CRNX
$4.56B
| $3.07M | 0.32% |
73,725
+313
|
|
||
74
Rapid Micro Biosystems
RPID
$176M
| $3.05M | 0.32% |
913,443
|
|
||
75
Vera Therapeutics
VERA
$2.83B
| $2.81M | 0.29% |
96,737
-19,606
|
|