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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
$339M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$16.7M
3 +$14.2M
4
SGEN
Seagen Inc. Common Stock
SGEN
+$13.7M
5
KOD icon
Kodiak Sciences
KOD
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 93.8%
2 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20M 5.78%
+230,560
2
$16.7M 4.82%
+155,425
3
$14.2M 4.11%
+97,850
4
$13.7M 3.97%
+120,221
5
$12.6M 3.63%
+174,538
6
$12.4M 3.59%
+275,000
7
$11.9M 3.43%
+207,271
8
$9.93M 2.87%
+95,000
9
$9.89M 2.86%
+45,176
10
$9.62M 2.78%
+265,840
11
$9.59M 2.77%
+33,333
12
$9.16M 2.65%
+46,500
13
$8.33M 2.4%
+478,500
14
$8.04M 2.32%
+134,959
15
$7.87M 2.27%
+195,000
16
$7.71M 2.23%
+588,059
17
$7.66M 2.21%
+140,000
18
$7.35M 2.12%
+25,000
19
$7M 2.02%
+18,600
20
$6.92M 2%
+60,250
21
$6.58M 1.9%
+275,505
22
$6.37M 1.84%
+41,250
23
$6.32M 1.82%
+101,434
24
$5.29M 1.53%
+240,000
25
$5.08M 1.47%
+150,843