IHAM

Integral Health Asset Management Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.53%
This Quarter Est. Return
1 Year Est. Return
+40.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$27M
3
+$12.1M
4
FMS icon
Fresenius Medical Care
FMS
+$9.59M
5
BMY icon
Bristol-Myers Squibb
BMY
+$9.05M

Top Sells

1
+$43.3M
2
+$28M
3
+$24M
4
BDX icon
Becton Dickinson
BDX
+$17.5M
5
CI icon
Cigna
CI
+$16.5M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.86M 1%
10,000
27
$8.04M 0.91%
+120,000
28
$7.95M 0.89%
400,000
+125,000
29
$7.49M 0.84%
1,800,000
+600,000
30
$7.42M 0.83%
30,000
-15,000
31
$7.34M 0.83%
+500,000
32
$7.05M 0.79%
150,000
33
$6.88M 0.77%
+25,000
34
$6.8M 0.77%
+800,000
35
$6.58M 0.74%
+350,000
36
$6.36M 0.72%
+150,000
37
$5.94M 0.67%
+50,000
38
$5.7M 0.64%
125,000
-25,000
39
$5.69M 0.64%
+250,000
40
$5.66M 0.64%
+200,000
41
$5.45M 0.61%
+80,000
42
$4.74M 0.53%
+20,000
43
$4.58M 0.52%
2,375,000
+50,000
44
$4.52M 0.51%
+100,000
45
$4.49M 0.51%
200,000
+50,000
46
$4.31M 0.49%
+356,000
47
$4.11M 0.46%
1,000,000
-775,000
48
$3.83M 0.43%
+30,000
49
$3.7M 0.42%
500,000
+50,000
50
$3.42M 0.39%
+125,000
1
2
3 4