TLP

Tri Locum Partners Portfolio holdings

AUM $435M
1-Year Est. Return 54.07%
This Quarter Est. Return
1 Year Est. Return
+54.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$20.5M
3
+$19.9M
4
UNH icon
UnitedHealth
UNH
+$18.9M
5
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$18.1M

Top Sells

1
+$24.3M
2
+$18.1M
3
+$10M
4
ILMN icon
Illumina
ILMN
+$9.58M
5
INSM icon
Insmed
INSM
+$7.77M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILD icon
26
Gilead Sciences
GILD
$155B
– –
-89,453
ILMN icon
27
Illumina
ILMN
$18.4B
– –
-120,729
INSM icon
28
Insmed
INSM
$41.2B
– –
-101,859
MCK icon
29
McKesson
MCK
$104B
– –
-26,944
MRUS icon
30
Merus
MRUS
$7.28B
– –
-156,915
STVN icon
31
Stevanato
STVN
$6.03B
– –
-175,681
1
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