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
$4.28B
AUM Growth
-$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$136M
2 +$126M
3 +$113M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$102M
5
DG icon
Dollar General
DG
+$92.3M

Sector Composition

1 Healthcare 49.54%
2 Technology 12.47%
3 Materials 7.62%
4 Consumer Discretionary 4.2%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,257,570
102
-757,962
103
-2,799,369