IHM
Iguana Healthcare Management Portfolio holdings
AUM
$133M
This Quarter Return
+27.08%
1 Year Return
+45.66%
3 Year Return
+127.07%
5 Year Return
–
10 Year Return
–
AUM
$481M
AUM Growth
+$481M
(+121%)
Cap. Flow
+$232M
Cap. Flow
% of AUM
48.2%
Top 10 Holdings %
Top 10 Hldgs %
40.64%
Holding
93
New
17
Increased
41
Reduced
5
Closed
21
Top Buys
| 1 |
CLVS
Clovis Oncology, Inc.
CLVS
|
$20.2M |
| 2 |
Ultragenyx Pharmaceutical
RARE
|
$18.4M |
| 3 |
Biogen
BIIB
|
$13.3M |
| 4 |
MDCO
Medicines Co
MDCO
|
$12.8M |
| 5 |
Amgen
AMGN
|
$12.5M |
Top Sells
| 1 |
Baxter International
BAX
|
$6.11M |
| 2 |
HCA Healthcare
HCA
|
$3.85M |
| 3 |
Illumina
ILMN
|
$3.51M |
| 4 |
Elevance Health
ELV
|
$2.51M |
| 5 |
ONCE
Spark Therapeutics, Inc. Common Stock
ONCE
|
$2.1M |
Sector Composition
| 1 | Healthcare | 85.28% |
| 2 | Energy | 1% |
