PHP
Parkman Healthcare Partners Portfolio holdings
AUM
$864M
This Quarter Return
+20.97%
1 Year Return
+33.7%
3 Year Return
+258.24%
5 Year Return
+878.92%
10 Year Return
–
AUM
$815M
AUM Growth
+$815M
(+15%)
Cap. Flow
+$60M
Cap. Flow
% of AUM
7.37%
Top 10 Holdings %
Top 10 Hldgs %
31.52%
Holding
117
New
28
Increased
37
Reduced
32
Closed
17
Top Buys
| 1 |
Eli Lilly
LLY
|
$25M |
| 2 |
Cooper Companies
COO
|
$21.3M |
| 3 |
Fortrea Holdings
FTRE
|
$17.2M |
| 4 |
Schrodinger
SDGR
|
$16.1M |
| 5 |
Oscar Health
OSCR
|
$12.4M |
Top Sells
| 1 |
Amgen
AMGN
|
$17.7M |
| 2 |
Boston Scientific
BSX
|
$15.6M |
| 3 |
Keros Therapeutics
KROS
|
$12.1M |
| 4 |
Mettler-Toledo International
MTD
|
$9.1M |
| 5 |
Humana
HUM
|
$8.28M |
Sector Composition
| 1 | Healthcare | 99.46% |
| 2 | Industrials | 0.54% |
