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
$47.3M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.84M
3
+$2.9M
4
VTRS icon
Viatris
VTRS
+$1.45M
5
MCK icon
McKesson
MCK
+$1.02M

Top Sells

1
+$4.04M
2
+$3.71M
3
+$3.26M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.34M 15.5%
86,000
2
$6.97M 14.72%
98,000
+54,000
3
$6.48M 13.68%
105,000
+47,000
4
$4.72M 9.96%
17,000
+3,000
5
$4.68M 9.89%
750,000
+80,000
6
$4.67M 9.86%
+70,000
7
$4.42M 9.33%
13,000
+3,000
8
$4.09M 8.64%
480,000
+170,000
9
$2.26M 4.77%
210,000
10
$1.73M 3.65%
230,000
11
– –
-16,000
12
– –
-76,000
13
– –
-1,265,000