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
$27M
AUM Growth
-$207M
(-88%)
Holding
39
Top Buys
| 1 | +$3.3M | |
| 2 | +$2.1M | |
| 3 | +$1.93M | |
| 4 |
ONC
BeOne Medicines Ltd
ONC
|
+$1.81M |
| 5 |
Merck
MRK
|
+$1.79M |
Top Sells
| 1 | +$4.45M | |
| 2 | +$4.09M | |
| 3 | +$2.93M | |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$2.74M |
| 5 |
Stryker
SYK
|
+$1.81M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
DexCom
DXCM
$25.6B
| $363K | 1.35% |
50,872
|
|
||
|
BCAX
27
Bicara Therapeutics
BCAX
$1.18B
| $342K | 1.27% |
203,755
+56,375
|
|
||
28
Disc Medicine
IRON
$2.27B
| $321K | 1.19% |
45,690
+21,038
|
|
||
29
UnitedHealth
UNH
$247B
| $298K | 1.1% |
13,727
|
|
||
30
Harmony Biosciences
HRMY
$1.57B
| $269K | 1% |
92,074
+5,800
|
|
||
|
RNAM
31
DELISTED
Avidity Biosciences
RNAM
| $240K | 0.89% |
+51,978
|
|
||
32
Corbus Pharmaceuticals
CRBP
$145M
| $236K | 0.87% |
175,582
|
|
||
33
Arcellx
ACLX
$6.71B
| $224K | 0.83% |
25,732
|
|
||
34
Summit Therapeutics
SMMT
$12B
| $203K | 0.75% |
92,737
|
|
||
|
AUTL
35
Autolus Therapeutics
AUTL
$349M
| $202K | 0.75% |
1,169,634
+64,173
|
|
||
36
Celcuity
CELC
$4.72B
| $195K | 0.72% |
+37,157
|
|
||
|
MREO
37
Mereo BioPharma
MREO
$53.5M
| $167K | 0.62% |
764,901
|
|
||
38
Janux Therapeutics
JANX
$825M
| $129K | 0.48% |
49,820
|
|
||
|
VRNA
39
DELISTED
Verona Pharma
VRNA
| – | – |
-47,100
|
|