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
$5.85B
AUM Growth
+$462M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$91.4M
3
+$70.5M
4
TSM icon
TSMC
TSM
+$63.5M
5
BPMC
Blueprint Medicines
BPMC
+$46.5M

Top Sells

1
+$89.2M
2
+$80.2M
3
+$75.2M
4
ECYT
Endocyte, Inc. Common Stock
ECYT
+$68.1M
5
BAX icon
Baxter International
BAX
+$63.9M

Sector Composition

1 Healthcare 57.89%
2 Technology 15.28%
3 Communication Services 6.09%
4 Consumer Discretionary 2.77%
5 Financials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.91M 0.03%
46,814
102
$1.01M 0.01%
19,199
103
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