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HP

HealthInvest Partners Portfolio holdings

AUM $310M
1-Year Est. Return 37.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1 +$8.4M
2 +$6.96M
3 +$6.86M
4
INSM icon
Insmed
INSM
+$5.09M
5
ABBV icon
AbbVie
ABBV
+$3.66M

Top Sells

1 +$5.84M
2 +$3.33M
3 +$2.19M
4
KRYS icon
Krystal Biotech
KRYS
+$1.75M
5
COR icon
Cencora
COR
+$1.65M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LLY icon
1
Eli Lilly
LLY
$1.01T
$33.5M 10.67%
31,133
-6,111
ABBV icon
2
AbbVie
ABBV
$402B
$24.7M 7.89%
108,181
+16,076
MRK icon
3
Merck
MRK
$294B
$20.6M 6.57%
195,768
+34,855
TMO icon
4
Thermo Fisher Scientific
TMO
$174B
$17.3M 5.53%
29,915
+2,768
NBIX icon
5
Neurocrine Biosciences
NBIX
$16.1B
$13.4M 4.29%
94,796
-7,829
ISRG icon
6
Intuitive Surgical
ISRG
$146B
$12.6M 4.03%
22,322
+2,615
ONC
7
BeOne Medicines Ltd
ONC
$27.4B
$12.3M 3.92%
40,432
+10,099
BBIO icon
8
BridgeBio Pharma
BBIO
$13.1B
$10.8M 3.45%
141,296
-33,426
VRTX icon
9
Vertex Pharmaceuticals
VRTX
$113B
$10.4M 3.32%
22,984
+5,218
BSX icon
10
Boston Scientific
BSX
$69.7B
$10.4M 3.31%
108,682
+22,002
SYK icon
11
Stryker
SYK
$120B
$9.43M 3.01%
26,835
+4,066
CVS icon
12
CVS Health
CVS
$130B
$8.45M 2.7%
+106,518
KRYS icon
13
Krystal Biotech
KRYS
$9.37B
$8.35M 2.66%
33,853
-8,338
COR icon
14
Cencora
COR
$54.8B
$8.03M 2.56%
23,773
-4,835
IONS icon
15
Ionis Pharmaceuticals
IONS
$12.1B
$7.31M 2.33%
+92,377
RVMD icon
16
Revolution Medicines
RVMD
$32.7B
$7.18M 2.29%
90,184
+4,829
AMGN icon
17
Amgen
AMGN
$192B
$7.17M 2.29%
21,903
+8,097
MIRM icon
18
Mirum Pharmaceuticals
MIRM
$6.06B
$7.08M 2.26%
89,685
-3,920
INCY icon
19
Incyte
INCY
$21.7B
$7M 2.23%
+70,851
NAMS icon
20
NewAmsterdam Pharma
NAMS
$3.55B
$6.91M 2.21%
197,036
+3,411
ALKS icon
21
Alkermes
ALKS
$7.38B
$6.78M 2.16%
242,473
-10,402
IRTC icon
22
iRhythm Holdings
IRTC
$3.73B
$6.67M 2.13%
37,579
+7,588
GILD icon
23
Gilead Sciences
GILD
$156B
$6.23M 1.99%
50,796
-27,373
UFPT icon
24
UFP Technologies
UFPT
$1.82B
$5.1M 1.63%
22,986
INSM icon
25
Insmed
INSM
$21.2B
$4.85M 1.55%
+27,873