HP

HealthInvest Partners Portfolio holdings

AUM $27M
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27M
AUM Growth
-$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1 +$413K
2 +$240K
3 +$215K
4
NBIX icon
Neurocrine Biosciences
NBIX
+$212K
5
CELC icon
Celcuity
CELC
+$195K

Top Sells

1 +$4.45M
2 +$409K
3 +$302K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$273K
5
SYK icon
Stryker
SYK
+$184K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DXCM icon
26
DexCom
DXCM
$26.1B
$363K 1.35%
50,872
BCAX
27
Bicara Therapeutics
BCAX
$1.01B
$342K 1.27%
203,755
+56,375
IRON icon
28
Disc Medicine
IRON
$3.47B
$321K 1.19%
45,690
+21,038
UNH icon
29
UnitedHealth
UNH
$310B
$298K 1.1%
13,727
HRMY icon
30
Harmony Biosciences
HRMY
$2.33B
$269K 1%
92,074
+5,800
RNA icon
31
Avidity Biosciences
RNA
$10.8B
$240K 0.89%
+51,978
CRBP icon
32
Corbus Pharmaceuticals
CRBP
$170M
$236K 0.87%
175,582
ACLX icon
33
Arcellx
ACLX
$4.16B
$224K 0.83%
25,732
SMMT icon
34
Summit Therapeutics
SMMT
$13.1B
$203K 0.75%
92,737
AUTL
35
Autolus Therapeutics
AUTL
$428M
$202K 0.75%
1,169,634
+64,173
CELC icon
36
Celcuity
CELC
$4.87B
$195K 0.72%
+37,157
MREO
37
Mereo BioPharma
MREO
$345M
$167K 0.62%
764,901
JANX icon
38
Janux Therapeutics
JANX
$920M
$129K 0.48%
49,820
VRNA
39
DELISTED
Verona Pharma
VRNA
-47,100