PHS
PFM Health Sciences Portfolio holdings
AUM
$1.15B
This Quarter Return
+6.01%
1 Year Return
+21.39%
3 Year Return
+130.75%
5 Year Return
+265.32%
10 Year Return
+1,236.5%
AUM
$2.87B
AUM Growth
+$434M
(+18%)
Cap. Flow
+$252M
Cap. Flow
% of AUM
8.78%
Top 10 Holdings %
Top 10 Hldgs %
38.22%
Holding
100
New
19
Increased
27
Reduced
20
Closed
13
Top Buys
| 1 |
Neurocrine Biosciences
NBIX
|
$103M |
| 2 |
Myriad Genetics
MYGN
|
$82.8M |
| 3 |
Baxter International
BAX
|
$38.7M |
| 4 |
JNCE
Jounce Therapeutics, Inc. Common Stock
JNCE
|
$33.5M |
| 5 |
Syndax Pharmaceuticals
SNDX
|
$33.2M |
Top Sells
| 1 |
Elevance Health
ELV
|
$52.7M |
| 2 |
iRhythm Technologies
IRTC
|
$40.6M |
| 3 |
Penumbra
PEN
|
$33.9M |
| 4 |
Bristol-Myers Squibb
BMY
|
$28M |
| 5 |
BioMarin Pharmaceuticals
BMRN
|
$27.6M |
Sector Composition
| 1 | Healthcare | 93.52% |
| 2 | Financials | 0.33% |
