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
$1.13B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$30.3M
2 +$29.6M
3 +$27.5M
4
CVS icon
CVS Health
CVS
+$22.4M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$21.8M

Top Sells

1 +$35M
2 +$23M
3 +$16.4M
4
ACLX icon
Arcellx
ACLX
+$13.4M
5
MDT icon
Medtronic
MDT
+$12M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$7.12M 0.61%
450,000
+250,000
52
$6.96M 0.59%
900,000
-375,000
53
$6.68M 0.57%
150,000
+25,000
54
$6.26M 0.53%
300,000
-100,000
55
$6.04M 0.51%
+150,000
56
$5.86M 0.5%
100,000
-35,000
57
$5.76M 0.49%
+40,000
58
$5.63M 0.48%
+500,000
59
$5.35M 0.46%
+40,000
60
$5.22M 0.45%
+20,000
61
$5.17M 0.44%
+275,000
62
$4.71M 0.4%
250,000
+50,000
63
$4.67M 0.4%
+500,000
64
$4.51M 0.38%
+150,000
65
$3.95M 0.34%
300,000
66
$3.61M 0.31%
+100,000
67
$3.53M 0.3%
+150,000
68
$3.5M 0.3%
1,000,000
69
$3.26M 0.28%
2,000,000
+200,000
70
$3.18M 0.27%
+1,050,000
71
$2.49M 0.21%
450,000
+150,000
72
$2.45M 0.21%
500,000
+250,000
73
$2.43M 0.21%
100,000
+50,000
74
$1.74M 0.15%
+100,000
75
$1.38M 0.12%
+200,000