PHS

PFM Health Sciences Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.39%
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
-$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$16.9M
3 +$13.6M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$12M
5
WAT icon
Waters Corp
WAT
+$11M

Top Sells

1 +$39.7M
2 +$26.2M
3 +$23.1M
4
ACLX icon
Arcellx
ACLX
+$21M
5
BSX icon
Boston Scientific
BSX
+$20.1M

Sector Composition

1 Healthcare 97.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-292,926
77
0
78
-128,825
79
-29,973
80
-49,640
81
0
82
-110,834
83
-222,222
84
-58,811
85
-35,000