PHP
Parkman Healthcare Partners Portfolio holdings
AUM
$911M
1-Year Est. Return
51.9%
1 Year Est. Return
+51.9%
AUM
$911M
AUM Growth
+$46.3M
(+5.4%)
Holding
103
Top Buys
| 1 | +$18.2M | |
| 2 | +$14.8M | |
| 3 | +$12.9M | |
| 4 |
McKesson
MCK
|
+$8.56M |
| 5 |
Amicus Therapeutics
FOLD
|
+$8.5M |
Top Sells
| 1 | +$19.2M | |
| 2 | +$18.7M | |
| 3 | +$17.8M | |
| 4 |
Revvity
RVTY
|
+$15.2M |
| 5 |
IQVIA
IQV
|
+$15.1M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Ardelyx
ARDX
$1.44B
| – | – |
-301,086
|
|
||
102
Quest Diagnostics
DGX
$20B
| – | – |
-40,997
|
|
||
103
Gilead Sciences
GILD
$151B
| – | – |
-131,675
|
|