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HP
HealthInvest Partners Portfolio holdings
AUM
$310M
1-Year Est. Return
37.86%
This Fund
S&P 500
1 Year Est. Return
+37.86%
AUM
$310M
AUM Growth
-$3.76M
(-1.2%)
Holding
43
Top Buys
| 1 | +$53.2M | |
| 2 | +$37.9M | |
| 3 | +$24.6M | |
| 4 |
Johnson & Johnson
JNJ
|
+$21.5M |
| 5 |
Cardinal Health
CAH
|
+$18.4M |
Top Sells
| 1 | +$18.7M | |
| 2 | +$6.37M | |
| 3 | +$5.46M | |
| 4 |
UFP Technologies
UFPT
|
+$5.1M |
| 5 |
Ionis Pharmaceuticals
IONS
|
+$5.09M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Eli Lilly
LLY
$1.01T
| $26.8M | 8.67% |
39,722
+8,589
|
|
||
2
Merck
MRK
$294B
| $22.9M | 7.4% |
33,853
-161,915
|
|
||
3
Thermo Fisher Scientific
TMO
$174B
| $14.4M | 4.67% |
22,986
-6,929
|
|
||
|
ONC
4
BeOne Medicines Ltd
ONC
$27.4B
| $12.1M | 3.92% |
41,717
+1,285
|
|
||
|
5
Johnson & Johnson
JNJ
$580B
| $11.9M | 3.86% |
+92,377
|
|
||
6
BridgeBio Pharma
BBIO
$13.1B
| $11.9M | 3.84% |
111,363
-29,933
|
|
||
7
Vertex Pharmaceuticals
VRTX
$113B
| $11.2M | 3.61% |
22,984
|
|
||
8
AbbVie
ABBV
$402B
| $10.4M | 3.35% |
108,181
|
|
||
9
Stryker
SYK
$120B
| $9.58M | 3.09% |
26,835
|
|
||
10
Intuitive Surgical
ISRG
$146B
| $9.44M | 3.05% |
70,851
+48,529
|
|
||
|
11
Ionis Pharmaceuticals
IONS
$12.1B
| $9.4M | 3.03% |
27,873
-64,504
|
|
||
12
Mirum Pharmaceuticals
MIRM
$6.06B
| $9.4M | 3.03% |
195,768
+106,083
|
|
||
13
CVS Health
CVS
$130B
| $9.27M | 2.99% |
23,773
-82,745
|
|
||
14
Revolution Medicines
RVMD
$32.7B
| $9.08M | 2.93% |
617,245
+527,061
|
|
||
15
Boston Scientific
BSX
$69.7B
| $8.84M | 2.86% |
40,432
-68,250
|
|
||
16
Amgen
AMGN
$192B
| $8.72M | 2.81% |
21,903
|
|
||
17
Edwards Lifesciences
EW
$49B
| $8.27M | 2.67% |
+106,518
|
|
||
18
Alkermes
ALKS
$7.38B
| $8.24M | 2.66% |
242,473
|
|
||
19
Incyte
INCY
$21.7B
| $7.97M | 2.57% |
50,796
-20,055
|
|
||
20
Neurocrine Biosciences
NBIX
$16.1B
| $7.85M | 2.54% |
89,685
-5,111
|
|
||
21
Gilead Sciences
GILD
$156B
| $7.16M | 2.31% |
47,967
-2,829
|
|
||
22
Krystal Biotech
KRYS
$9.37B
| $6.79M | 2.19% |
37,579
+3,726
|
|
||
23
Cencora
COR
$54.8B
| $6.6M | 2.13% |
23,470
-303
|
|
||
24
iRhythm Holdings
IRTC
$3.73B
| $6.26M | 2.02% |
22,322
-15,257
|
|
||
25
Insmed
INSM
$21.2B
| $5.96M | 1.92% |
97,438
+69,565
|
|