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Parkman Healthcare Partners Portfolio holdings

AUM $911M
1-Year Est. Return 51.9%
This Quarter Est. Return
1 Year Est. Return
+51.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$7.58M
3
+$5.13M
4
SILK
Silk Road Medical, Inc. Common Stock
SILK
+$4.93M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$4.58M

Top Sells

1
+$11.2M
2
+$6.45M
3
+$5.16M
4
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$4.14M
5
IQV icon
IQVIA
IQV
+$4.06M

Sector Composition

1 Healthcare 98.13%
2 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$644K 0.17%
459,770
-197,873
77
$480K 0.13%
22,835
-3,730
78
$473K 0.13%
52,896
+2,896
79
$185K 0.05%
38,898
-49,437
80
$117K 0.03%
42,749
+2,340
81
$59.8K 0.02%
+52,027
82
– –
-85,866
83
– –
-7,500
84
– –
-35,358
85
– –
-6,322
86
– –
-45,304
87
– –
-278,486
88
– –
-37,359
89
– –
-242,600
90
– –
-657,690
91
– –
-189,193
92
– –
-10,873
93
– –
-7,221
94
– –
-42,961
95
– –
-105,319
96
– –
-117,634
97
– –
-15,173
98
– –
-305,353
99
– –
-25,458
100
– –
-15,000
1 2 3
4
5