IHAM
Integral Health Asset Management Portfolio holdings
AUM
$1.37B
1-Year Est. Return
69.45%
1 Year Est. Return
+69.45%
AUM
$1.37B
AUM Growth
+$301M
(+28%)
Holding
90
Top Buys
| 1 | +$22M | |
| 2 | +$20.9M | |
| 3 | +$16M | |
| 4 |
Centene
CNC
|
+$14.3M |
| 5 |
Doximity
DOCS
|
+$13.2M |
Top Sells
| 1 | +$45.5M | |
| 2 | +$43.8M | |
| 3 | +$24.4M | |
| 4 |
DexCom
DXCM
|
+$17.5M |
| 5 |
Encompass Health
EHC
|
+$15.2M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
MoonLake Immunotherapeutics
MLTX
$1.11B
| – | – |
-200,000
|
|
||
77
CRISPR Therapeutics
CRSP
$5.8B
| – | – |
-100,000
|
|
||
|
78
DexCom
DXCM
$28.8B
| – | – |
-200,000
|
|
||
79
NewAmsterdam Pharma
NAMS
$3.95B
| – | – |
0
|
|
||
80
Novo Nordisk
NVO
$277B
| – | – |
0
|
|
||
81
Ultragenyx Pharmaceutical
RARE
$2.26B
| – | – |
-100,000
|
|
||
82
Arcus Biosciences
RCUS
$2.85B
| – | – |
-300,000
|
|
||
83
Viking Therapeutics
VKTX
$3.85B
| – | – |
0
|
|
||
|
VRNA
84
DELISTED
Verona Pharma
VRNA
| – | – |
-60,000
|
|
||
85
Waters Corp
WAT
$23.8B
| – | – |
-15,000
|
|
||
|
ATYR
86
aTyr Pharma
ATYR
$73.1M
| – | – |
-1,050,000
|
|
||
87
AbbVie
ABBV
$385B
| – | – |
-40,000
|
|
||
88
Alkermes
ALKS
$5.61B
| – | – |
-100,000
|
|
||
89
Baxter International
BAX
$10.3B
| – | – |
-250,000
|
|
||
90
Catalyst Pharmaceutical
CPRX
$3.01B
| – | – |
-150,000
|
|