PHS

PFM Health Sciences Portfolio holdings

AUM $988M
1-Year Est. Return 67.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$15.8M
3
+$15.4M
4
MASI icon
Masimo
MASI
+$15.1M
5
ARQT icon
Arcutis Biotherapeutics
ARQT
+$12.9M

Top Sells

1
+$61.6M
2
+$54.1M
3
+$38.4M
4
ARGX icon
argenx
ARGX
+$35.8M
5
UHS icon
Universal Health Services
UHS
+$29.2M

Sector Composition

1 Healthcare 96.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-92,236
77
– –
0
78
– –
-885,803
79
– –
-240,513
80
– –
-36,471
1 2 3
4