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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
$843M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$21.5M
3 +$19.6M
4
UNH icon
UnitedHealth
UNH
+$15.8M
5
RVTY icon
Revvity
RVTY
+$14.8M

Top Sells

1 +$29.2M
2 +$20.3M
3 +$20M
4
GILD icon
Gilead Sciences
GILD
+$17.5M
5
BSX icon
Boston Scientific
BSX
+$11.2M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RPID icon
76
Rapid Micro Biosystems
RPID
$130M
$1.94M 0.23%
+735,621
VERA icon
77
Vera Therapeutics
VERA
$1.94B
$1.83M 0.22%
+76,125
APGE icon
78
Apogee Therapeutics
APGE
$3.8B
$1.74M 0.21%
46,663
-38,337
ICAD
79
DELISTED
iCAD Inc
ICAD
$1.61M 0.19%
+781,670
MRVI icon
80
Maravai LifeSciences
MRVI
$483M
$1.46M 0.17%
660,000
+310,000
UPB
81
Upstream Bio Inc
UPB
$1.27B
$1.43M 0.17%
+233,563
MRUS icon
82
Merus
MRUS
$7.17B
$1.19M 0.14%
28,230
-17,450
SLN
83
Silence Therapeutics
SLN
$337M
$1.13M 0.13%
401,746
-89,334
ORIC icon
84
Oric Pharmaceuticals
ORIC
$1.3B
$1.13M 0.13%
+203,006
ARDX icon
85
Ardelyx
ARDX
$1.23B
$1.03M 0.12%
209,581
+31,787
ENTX icon
86
Entera Bio
ENTX
$106M
$747K 0.09%
439,632
+25,900
ANNX icon
87
Annexon
ANNX
$389M
$678K 0.08%
351,436
+20,587
RLAY icon
88
Relay Therapeutics
RLAY
$1.27B
$493K 0.06%
188,052
-312,496
VYNE icon
89
VYNE Therapeutics
VYNE
$9.2M
$344K 0.04%
217,978
+65,005
EDAP
90
EDAP TMS
EDAP
$87.5M
$303K 0.04%
154,832
IRWD icon
91
Ironwood Pharmaceuticals
IRWD
$265M
$301K 0.04%
205,086
-203,449
ABT icon
92
Abbott
ABT
$221B
-176,994
ARVN icon
93
Arvinas
ARVN
$708M
-106,871
BCYC
94
Bicycle Therapeutics
BCYC
$563M
-352,481
BFLY icon
95
Butterfly Network
BFLY
$554M
-750,000
ETON icon
96
Eton Pharmaceutcials
ETON
$496M
-276,890
MLTX icon
97
MoonLake Immunotherapeutics
MLTX
$639M
-54,294
OSCR icon
98
Oscar Health
OSCR
$5.09B
-125,000
RVPH icon
99
Reviva Pharmaceuticals
RVPH
$57M
-514,273
STRO icon
100
Sutro Biopharma
STRO
$98.3M
-1,727,925