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Parkman Healthcare Partners Portfolio holdings

AUM $864M
1-Year Est. Return 33.7%
This Quarter Est. Return
1 Year Est. Return
+33.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$864M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.2M
3
+$9.25M
4
DXCM icon
DexCom
DXCM
+$8.34M
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$7.63M

Top Sells

1
+$27.6M
2
+$26.3M
3
+$10.8M
4
GILD icon
Gilead Sciences
GILD
+$9.68M
5
THC icon
Tenet Healthcare
THC
+$7.84M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UTHR icon
76
United Therapeutics
UTHR
$19B
$2.53M 0.29%
8,811
-1,421
URGN icon
77
UroGen Pharma
URGN
$965M
$2.42M 0.28%
176,702
-216,451
APGE icon
78
Apogee Therapeutics
APGE
$3.8B
$2.41M 0.28%
55,404
+8,741
PGEN icon
79
Precigen
PGEN
$1.52B
$2.19M 0.25%
1,542,823
-1,648,520
CRNX icon
80
Crinetics Pharmaceuticals
CRNX
$4.18B
$2.11M 0.24%
73,412
+9,472
LUNG icon
81
Pulmonx
LUNG
$63.6M
$1.57M 0.18%
605,029
-6,846
ARDX icon
82
Ardelyx
ARDX
$1.23B
$1.18M 0.14%
301,086
+91,505
ANNX icon
83
Annexon
ANNX
$389M
$970K 0.11%
404,194
+52,758
ATYR
84
aTyr Pharma
ATYR
$95.4M
$761K 0.09%
+150,000
MASS icon
85
908 Devices
MASS
$301M
$713K 0.08%
+100,000
ENTX icon
86
Entera Bio
ENTX
$106M
$676K 0.08%
355,822
-83,810
EDAP
87
EDAP TMS
EDAP
$87.5M
$255K 0.03%
154,832
ALKS icon
88
Alkermes
ALKS
$4.91B
– –
0
BDX icon
89
Becton Dickinson
BDX
$53.6B
– –
-120,283
GH icon
90
Guardant Health
GH
$8.84B
– –
-89,329
ICAD
91
DELISTED
iCAD Inc
ICAD
– –
-781,670
INSM icon
92
Insmed
INSM
$34.7B
– –
-37,901
IRWD icon
93
Ironwood Pharmaceuticals
IRWD
$265M
– –
-205,086
KROS icon
94
Keros Therapeutics
KROS
$458M
– –
-217,753
MRVI icon
95
Maravai LifeSciences
MRVI
$483M
– –
-660,000
NAMS icon
96
NewAmsterdam Pharma
NAMS
$4.06B
– –
-100,955
ORIC icon
97
Oric Pharmaceuticals
ORIC
$1.3B
– –
-203,006
PCVX icon
98
Vaxcyte
PCVX
$5.79B
– –
-93,431
RLAY icon
99
Relay Therapeutics
RLAY
$1.27B
– –
-188,052
RMD icon
100
ResMed
RMD
$37.8B
– –
-22,622
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