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
$328M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$9.59M
3 +$9.07M
4
SGEN
Seagen Inc. Common Stock
SGEN
+$7.65M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$7.48M

Top Sells

1 +$10.4M
2 +$10.1M
3 +$7.36M
4
MASI icon
Masimo
MASI
+$6.2M
5
NVS icon
Novartis
NVS
+$5.77M

Sector Composition

1 Healthcare 88.41%
2 Energy 6.64%
3 Technology 0.85%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-60,000
77
-150,000
78
-40,000