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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
$342M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$6.61M
3
+$5.93M
4
SRRA
Sierra Oncology, Inc. Common Stock
SRRA
+$4.87M
5
TFX icon
Teleflex
TFX
+$4.43M

Top Sells

1
+$13M
2
+$10.9M
3
+$10.3M
4
AVTR icon
Avantor
AVTR
+$8.43M
5
DHR icon
Danaher
DHR
+$6.42M

Sector Composition

1 Healthcare 96.94%
2 Industrials 2.69%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 4.79%
103,981
+42,001
2
$13.3M 3.89%
74,107
-16,091
3
$12.9M 3.78%
25,327
-12,496
4
$12.4M 3.63%
86,096
+5,301
5
$12.3M 3.6%
1,089,251
+115,068
6
$12M 3.5%
139,185
+99,185
7
$11.6M 3.39%
50,090
-23,022
8
$11.5M 3.37%
668,098
-357,424
9
$10.8M 3.17%
41,704
-24,675
10
$9.3M 2.72%
304,186
-56,316
11
$9.18M 2.69%
342,923
+42,528
12
$8.82M 2.58%
54,008
-3,674
13
$8.77M 2.57%
79,049
+18,110
14
$8.66M 2.54%
85,618
-47,716
15
$8.3M 2.43%
407,458
+117,458
16
$8.18M 2.39%
78,340
-16,520
17
$7.76M 2.27%
476,978
+76,977
18
$7.41M 2.17%
45,731
-5,991
19
$6.52M 1.91%
50,948
-80,676
20
$5.93M 1.73%
+63,234
21
$5.53M 1.62%
268,144
-72,008
22
$5.36M 1.57%
158,365
-249,210
23
$5.29M 1.55%
129,944
+5,394
24
$5.28M 1.55%
167,321
+50,222
25
$5.2M 1.52%
451,794
+216,871
1
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