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Parkman Healthcare Partners Portfolio holdings
AUM
$965M
1-Year Est. Return
79.46%
This Fund
S&P 500
1 Year Est. Return
+79.46%
AUM
$965M
AUM Growth
-$85.9M
(-8.2%)
Holding
117
Top Buys
| 1 | +$35.1M | |
| 2 | +$19.2M | |
| 3 | +$18.5M | |
| 4 |
Stryker
SYK
|
+$17.7M |
| 5 |
AbbVie
ABBV
|
+$16.6M |
Top Sells
| 1 | +$26M | |
| 2 | +$25.1M | |
| 3 | +$21.2M | |
| 4 |
McKesson
MCK
|
+$21.1M |
| 5 |
Kiniksa Pharmaceuticals
KNSA
|
+$18M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Masimo
MASI
| – | – |
-200,000
|
|
||
102
MannKind Corp
MNKD
$1.15B
| – | – |
-640,356
|
|
||
103
Moderna
MRNA
$19.8B
| – | – |
0
|
|
||
104
Mettler-Toledo International
MTD
$22.9B
| – | – |
-10,988
|
|
||
105
Precigen
PGEN
$1.6B
| – | – |
-1,002,826
|
|
||
106
Protagonist Therapeutics
PTGX
$7.11B
| – | – |
-25,973
|
|
||
107
Rapid Micro Biosystems
RPID
$92.7M
| – | – |
-354,465
|
|
||
108
Schrodinger
SDGR
$1.09B
| – | – |
-298,939
|
|
||
109
Senseonics Holdings Inc
SENS
$385M
| – | – |
-206,793
|
|
||
110
Spyre Therapeutics
SYRE
$6.9B
| – | – |
-124,485
|
|
||
|
TERN
111
DELISTED
Terns Pharmaceuticals
TERN
| – | – |
-620,877
|
|
||
112
Treace Medical Concepts
TMCI
$273M
| – | – |
-199,393
|
|
||
113
Transmedics
TMDX
$2.58B
| – | – |
-45,174
|
|
||
114
Travere Therapeutics
TVTX
$4.59B
| – | – |
-86,297
|
|
||
115
UnitedHealth
UNH
$370B
| – | – |
-31,875
|
|
||
116
Vera Therapeutics
VERA
$2.41B
| – | – |
-100,564
|
|
||
|
MDLN
117
Medline Inc
MDLN
$31.2B
| – | – |
-20,558
|
|