IHAM
Integral Health Asset Management Portfolio holdings
AUM
$1.97B
1-Year Est. Return
106.57%
This Fund
S&P 500
1 Year Est. Return
+106.57%
AUM
$1.97B
AUM Growth
+$601M
(+44%)
Holding
97
Top Buys
| 1 | +$52.5M | |
| 2 | +$51M | |
| 3 | +$45.3M | |
| 4 |
Regeneron Pharmaceuticals
REGN
|
+$37.4M |
| 5 |
DexCom
DXCM
|
+$32.3M |
Top Sells
| 1 | +$63.9M | |
| 2 | +$40.4M | |
| 3 | +$30.1M | |
| 4 |
BrightSpring Health Services
BTSG
|
+$13.4M |
| 5 |
Pfizer
PFE
|
+$12.7M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alnylam Pharmaceuticals
ALNY
$42.8B
| $23.9M | 1.21% |
60,000
|
|
||
27
iRhythm Holdings
IRTC
$3.9B
| $23.1M | 1.17% |
130,000
+65,000
|
|
||
28
uniQure
QURE
$1.14B
| $21.5M | 1.09% |
900,000
+300,000
|
|
||
29
Eli Lilly
LLY
$894B
| $21.5M | 1.09% |
20,000
|
|
||
30
Boston Scientific
BSX
$104B
| $21.5M | 1.09% |
225,000
-75,000
|
|
||
31
Neurocrine Biosciences
NBIX
$13B
| $21.3M | 1.08% |
150,000
|
|
||
32
Lifestance Health
LFST
$2.58B
| $21.1M | 1.07% |
3,000,000
+1,500,000
|
|
||
33
Elevance Health
ELV
$62.4B
| $21M | 1.07% |
60,000
+10,000
|
|
||
|
UPB
34
Upstream Bio Inc
UPB
$439M
| $20.4M | 1.03% |
750,000
+175,000
|
|
||
35
Tenet Healthcare
THC
$20.6B
| $19.9M | 1.01% |
100,000
-200,000
|
|
||
36
Ascendis Pharma
ASND
$14.8B
| $19.2M | 0.97% |
90,000
+30,000
|
|
||
37
Roivant Sciences
ROIV
$21.3B
| $18.4M | 0.93% |
850,000
+100,000
|
|
||
38
Doximity
DOCS
$4.58B
| $17.7M | 0.9% |
400,000
+220,000
|
|
||
39
Biogen
BIIB
$27.7B
| $17.6M | 0.89% |
+100,000
|
|
||
40
Regenxbio
RGNX
$501M
| $17.3M | 0.88% |
1,200,000
+100,000
|
|
||
41
Terns Pharmaceuticals
TERN
$4.93B
| $17.2M | 0.87% |
425,000
-525,000
|
|
||
42
Biohaven
BHVN
$1.54B
| $16.9M | 0.86% |
1,500,000
+850,000
|
|
||
43
UnitedHealth
UNH
$256B
| $16.5M | 0.84% |
+50,000
|
|
||
44
Tarsus Pharmaceuticals
TARS
$3.11B
| $16.4M | 0.83% |
200,000
-50,000
|
|
||
45
Fresenius Medical Care
FMS
$12.8B
| $15.5M | 0.78% |
650,000
+200,000
|
|
||
46
Beam Therapeutics
BEAM
$2.66B
| $15.2M | 0.77% |
550,000
+150,000
|
|
||
47
Soleno Therapeutics
SLNO
$2.1B
| $15M | 0.76% |
+325,000
|
|
||
48
RadNet
RDNT
$4.71B
| $14.3M | 0.72% |
200,000
-100,000
|
|
||
49
Scholar Rock
SRRK
$5.14B
| $13.2M | 0.67% |
300,000
+200,000
|
|
||
50
Arcellx
ACLX
$6.69B
| $13M | 0.66% |
200,000
+50,000
|
|