PHP
Parkman Healthcare Partners Portfolio holdings
AUM
$1.05B
1-Year Est. Return
89.76%
This Fund
S&P 500
1 Year Est. Return
+89.76%
AUM
$911M
AUM Growth
+$46.3M
(+5.4%)
Holding
103
Top Buys
| 1 | +$17.6M | |
| 2 | +$15.7M | |
| 3 | +$14.6M | |
| 4 |
McKesson
MCK
|
+$7.81M |
| 5 |
Amicus Therapeutics
FOLD
|
+$7.68M |
Top Sells
| 1 | +$18.7M | |
| 2 | +$17.3M | |
| 3 | +$16.8M | |
| 4 |
Revvity
RVTY
|
+$15.2M |
| 5 |
Cooper Companies
COO
|
+$14.8M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Boston Scientific
BSX
$102B
| $42.4M | 4.66% |
434,377
+151,211
|
|
||
2
Alnylam Pharmaceuticals
ALNY
$42.1B
| $40M | 4.39% |
87,690
-4,648
|
|
||
3
Insulet
PODD
$16.6B
| $35.9M | 3.94% |
116,238
+10,476
|
|
||
4
CVS Health
CVS
$96.8B
| $28.6M | 3.14% |
379,486
-138,321
|
|
||
5
Kiniksa Pharmaceuticals
KNSA
$3.53B
| $26.1M | 2.86% |
671,592
+182,796
|
|
||
6
Viridian Therapeutics
VRDN
$2.9B
| $24.9M | 2.74% |
1,154,487
-144,338
|
|
||
7
Zimmer Biomet
ZBH
$18.1B
| $24.8M | 2.72% |
251,420
+11,025
|
|
||
8
Stryker
SYK
$129B
| $23.7M | 2.6% |
64,108
+13,732
|
|
||
9
Qiagen
QGEN
$8.47B
| $22.3M | 2.45% |
500,159
+2,052
|
|
||
|
10
McKesson
MCK
$116B
| $22M | 2.42% |
28,542
+11,084
|
|
||
11
Danaher
DHR
$132B
| $21.9M | 2.41% |
110,541
+451
|
|
||
12
KalVista Pharmaceuticals
KALV
$878M
| $21.1M | 2.32% |
1,735,003
+1,055,940
|
|
||
13
uniQure
QURE
$1.06B
| $20.2M | 2.21% |
345,356
-98,066
|
|
||
14
Neurocrine Biosciences
NBIX
$12.8B
| $19.9M | 2.19% |
141,822
-24,188
|
|
||
15
Biogen
BIIB
$27.1B
| $18.2M | 2% |
+130,165
|
|
||
16
Mineralys Therapeutics
MLYS
$2.14B
| $17.3M | 1.9% |
455,523
-8,078
|
|
||
|
UPB
17
Upstream Bio Inc
UPB
$510M
| $15.9M | 1.74% |
843,502
+127,998
|
|
||
18
Tenet Healthcare
THC
$19.5B
| $15.1M | 1.66% |
74,330
-94,554
|
|
||
19
Xeris Biopharma Holdings
XERS
$945M
| $14.6M | 1.6% |
1,791,674
-315,809
|
|
||
20
LivaNova
LIVN
$3.24B
| $14.4M | 1.59% |
275,811
+100,811
|
|
||
|
MBX
21
MBX Biosciences
MBX
$1.26B
| $13.5M | 1.49% |
773,304
-98,629
|
|
||
|
22
Amicus Therapeutics
FOLD
$4.51B
| $13.3M | 1.46% |
1,687,318
+1,078,681
|
|
||
23
Doximity
DOCS
$4.48B
| $13.1M | 1.44% |
178,970
+58,136
|
|
||
24
Syndax Pharmaceuticals
SNDX
$2.12B
| $13M | 1.43% |
846,899
-20,914
|
|
||
25
PTC Therapeutics
PTCT
$5.24B
| $12.4M | 1.36% |
202,363
+20,720
|
|