HP
HealthInvest Partners Portfolio holdings
AUM
$313M
1-Year Est. Return
48.65%
This Fund
S&P 500
1 Year Est. Return
+48.65%
AUM
$313M
AUM Growth
+$286M
(+1,062%)
Holding
46
Top Buys
| 1 | +$8.4M | |
| 2 | +$6.96M | |
| 3 | +$6.86M | |
| 4 |
Insmed
INSM
|
+$5.09M |
| 5 |
AbbVie
ABBV
|
+$3.66M |
Top Sells
| 1 | +$5.84M | |
| 2 | +$3.33M | |
| 3 | +$2.19M | |
| 4 |
Krystal Biotech
KRYS
|
+$1.75M |
| 5 |
Cencora
COR
|
+$1.65M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Eli Lilly
LLY
$880B
| $33.5M | 10.67% |
31,133
-6,111
|
|
||
|
2
AbbVie
ABBV
$388B
| $24.7M | 7.89% |
108,181
+16,076
|
|
||
3
Merck
MRK
$286B
| $20.6M | 6.57% |
195,768
+34,855
|
|
||
4
Thermo Fisher Scientific
TMO
$173B
| $17.3M | 5.53% |
29,915
+2,768
|
|
||
5
Neurocrine Biosciences
NBIX
$13B
| $13.4M | 4.29% |
94,796
-7,829
|
|
||
6
Intuitive Surgical
ISRG
$168B
| $12.6M | 4.03% |
22,322
+2,615
|
|
||
|
ONC
7
BeOne Medicines Ltd
ONC
$31.5B
| $12.3M | 3.92% |
40,432
+10,099
|
|
||
8
BridgeBio Pharma
BBIO
$13.5B
| $10.8M | 3.45% |
141,296
-33,426
|
|
||
9
Vertex Pharmaceuticals
VRTX
$119B
| $10.4M | 3.32% |
22,984
+5,218
|
|
||
10
Boston Scientific
BSX
$103B
| $10.4M | 3.31% |
108,682
+22,002
|
|
||
11
Stryker
SYK
$129B
| $9.43M | 3.01% |
26,835
+4,066
|
|
||
12
CVS Health
CVS
$96.9B
| $8.45M | 2.7% |
+106,518
|
|
||
|
13
Krystal Biotech
KRYS
$7.23B
| $8.35M | 2.66% |
33,853
-8,338
|
|
||
|
14
Cencora
COR
$68.1B
| $8.03M | 2.56% |
23,773
-4,835
|
|
||
15
Ionis Pharmaceuticals
IONS
$11.8B
| $7.31M | 2.33% |
+92,377
|
|
||
16
Revolution Medicines
RVMD
$18.8B
| $7.18M | 2.29% |
90,184
+4,829
|
|
||
17
Amgen
AMGN
$197B
| $7.17M | 2.29% |
21,903
+8,097
|
|
||
18
Mirum Pharmaceuticals
MIRM
$5.47B
| $7.08M | 2.26% |
89,685
-3,920
|
|
||
19
Incyte
INCY
$18.4B
| $7M | 2.23% |
+70,851
|
|
||
20
NewAmsterdam Pharma
NAMS
$3.29B
| $6.91M | 2.21% |
197,036
+3,411
|
|
||
21
Alkermes
ALKS
$4.63B
| $6.78M | 2.16% |
242,473
-10,402
|
|
||
22
iRhythm Holdings
IRTC
$3.65B
| $6.67M | 2.13% |
37,579
+7,588
|
|
||
23
Gilead Sciences
GILD
$180B
| $6.23M | 1.99% |
50,796
-27,373
|
|
||
24
UFP Technologies
UFPT
$1.57B
| $5.1M | 1.63% |
22,986
|
|
||
|
25
Insmed
INSM
$30.1B
| $4.85M | 1.55% |
+27,873
|
|