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
$249M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$21.7M
3
+$16.9M
4
CCXI
ChemoCentryx, Inc.
CCXI
+$15.3M
5
APLS icon
Apellis Pharmaceuticals
APLS
+$15M

Top Sells

1
+$28.6M
2
+$25.1M
3
+$14.7M
4
MRK icon
Merck
MRK
+$13.7M
5
MDT icon
Medtronic
MDT
+$13M

Sector Composition

1 Healthcare 88.73%
2 Consumer Staples 4.9%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-312,847
52
– –
-122,503
53
– –
-377,708
54
– –
-261,500
1 2
3