HP
HealthInvest Partners Portfolio holdings
AUM
$27M
1-Year Est. Return
19.49%
1 Year Est. Return
+19.49%
AUM
$27M
AUM Growth
-$207M
(-88%)
Holding
39
Top Buys
| 1 | +$413K | |
| 2 | +$240K | |
| 3 | +$215K | |
| 4 |
Neurocrine Biosciences
NBIX
|
+$212K |
| 5 |
Celcuity
CELC
|
+$195K |
Top Sells
| 1 | +$4.45M | |
| 2 | +$409K | |
| 3 | +$302K | |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$273K |
| 5 |
Stryker
SYK
|
+$184K |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Eli Lilly
LLY
$920B
| $3.02M | 11.19% |
37,244
-1,477
|
|
||
2
AbbVie
ABBV
$395B
| $2.26M | 8.4% |
92,105
+5,172
|
|
||
|
3
Neurocrine Biosciences
NBIX
$15.2B
| $1.53M | 5.67% |
102,625
+14,233
|
|
||
4
Merck
MRK
$249B
| $1.43M | 5.32% |
160,913
+21,741
|
|
||
5
Thermo Fisher Scientific
TMO
$215B
| $1.4M | 5.18% |
27,147
+2,881
|
|
||
|
ONC
6
BeOne Medicines Ltd
ONC
$35.3B
| $1.1M | 4.07% |
30,333
+5,947
|
|
||
7
BridgeBio Pharma
BBIO
$14.5B
| $963K | 3.57% |
174,722
+9,242
|
|
||
8
Cencora
COR
$67.1B
| $949K | 3.52% |
28,608
-2,858
|
|
||
9
Intuitive Surgical
ISRG
$192B
| $936K | 3.47% |
19,707
+1,148
|
|
||
10
Gilead Sciences
GILD
$149B
| $921K | 3.42% |
78,169
+5,004
|
|
||
11
Boston Scientific
BSX
$137B
| $898K | 3.33% |
86,680
-39,505
|
|
||
|
12
Stryker
SYK
$135B
| $894K | 3.31% |
22,769
-4,697
|
|
||
13
Alkermes
ALKS
$4.71B
| $805K | 2.99% |
252,875
+25,651
|
|
||
14
Krystal Biotech
KRYS
$7.09B
| $791K | 2.93% |
42,191
+22,033
|
|
||
|
15
Vertex Pharmaceuticals
VRTX
$115B
| $739K | 2.74% |
17,766
-6,562
|
|
||
16
Mirum Pharmaceuticals
MIRM
$3.36B
| $729K | 2.7% |
93,605
-13,307
|
|
||
17
NewAmsterdam Pharma
NAMS
$4.22B
| $585K | 2.17% |
193,625
+36,402
|
|
||
18
iRhythm Technologies
IRTC
$5.44B
| $548K | 2.03% |
29,991
+4,689
|
|
||
19
Edwards Lifesciences
EW
$48.2B
| $542K | 2.01% |
65,659
+8,299
|
|
||
20
Cardinal Health
CAH
$47.1B
| $505K | 1.87% |
30,297
+3,500
|
|
||
21
UFP Technologies
UFPT
$1.69B
| $487K | 1.81% |
22,986
+1,100
|
|
||
22
Merus
MRUS
$7.35B
| $480K | 1.78% |
47,999
-11,890
|
|
||
23
Soleno Therapeutics
SLNO
$2.79B
| $432K | 1.6% |
60,156
+19,624
|
|
||
24
Revolution Medicines
RVMD
$15.3B
| $423K | 1.57% |
85,355
+3,080
|
|
||
25
Amgen
AMGN
$171B
| $414K | 1.53% |
13,806
-10,088
|
|