PHP
Parkman Healthcare Partners Portfolio holdings
AUM
$864M
This Quarter Return
+36.97%
1 Year Return
+33.7%
3 Year Return
+258.24%
5 Year Return
+878.92%
10 Year Return
–
AUM
$390M
AUM Growth
+$390M
(+3.3%)
Cap. Flow
-$61.3M
Cap. Flow
% of AUM
-15.71%
Top 10 Holdings %
Top 10 Hldgs %
30.29%
Holding
100
New
16
Increased
29
Reduced
38
Closed
17
Top Buys
| 1 |
Schrodinger
SDGR
|
$8.4M |
| 2 |
Arrowhead Research
ARWR
|
$5.15M |
| 3 |
DexCom
DXCM
|
$4.42M |
| 4 |
Ionis Pharmaceuticals
IONS
|
$4.26M |
| 5 |
Avantor
AVTR
|
$4.25M |
Top Sells
| 1 |
Neurocrine Biosciences
NBIX
|
$12.7M |
| 2 |
Merck
MRK
|
$10.4M |
| 3 |
AXNX
Axonics, Inc. Common Stock
AXNX
|
$9.03M |
| 4 |
Masimo
MASI
|
$8.26M |
| 5 |
Edwards Lifesciences
EW
|
$6.56M |
Sector Composition
| 1 | Healthcare | 92.05% |
| 2 | Technology | 1.31% |
