HP

HealthInvest Partners Portfolio holdings

AUM $234M
1-Year Est. Return 10.88%
This Quarter Est. Return
1 Year Est. Return
+10.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.77M
3
+$1.75M
4
NBIX icon
Neurocrine Biosciences
NBIX
+$1.57M
5
MIRM icon
Mirum Pharmaceuticals
MIRM
+$1.51M

Top Sells

1
+$2.18M
2
+$1.21M
3
+$749K
4
BSX icon
Boston Scientific
BSX
+$654K
5
KRYS icon
Krystal Biotech
KRYS
+$458K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NAMS icon
26
NewAmsterdam Pharma
NAMS
$4.06B
$2.85M 1.22%
157,223
+49,440
KRYS icon
27
Krystal Biotech
KRYS
$5.5B
$2.77M 1.19%
20,158
-3,333
HRMY icon
28
Harmony Biosciences
HRMY
$1.73B
$2.73M 1.17%
86,274
-5,027
AUTL
29
Autolus Therapeutics
AUTL
$439M
$2.52M 1.08%
1,105,461
+625,817
UNH icon
30
UnitedHealth
UNH
$331B
$2.49M 1.06%
13,727
-12,055
MREO
31
Mereo BioPharma
MREO
$318M
$2.07M 0.89%
764,901
+374,901
SMMT icon
32
Summit Therapeutics
SMMT
$14.5B
$1.97M 0.84%
92,737
-12,340
ACLX icon
33
Arcellx
ACLX
$4.81B
$1.69M 0.73%
25,732
-18,439
BCAX
34
Bicara Therapeutics
BCAX
$928M
$1.37M 0.59%
147,380
+27,547
IRON icon
35
Disc Medicine
IRON
$3.35B
$1.31M 0.56%
+24,652
CRBP icon
36
Corbus Pharmaceuticals
CRBP
$208M
$1.21M 0.52%
175,582
+77,278
JANX icon
37
Janux Therapeutics
JANX
$1.64B
$1.15M 0.49%
49,820
+3,012
CABA icon
38
Cabaletta Bio
CABA
$255M
– –
-182,354
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