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
$363M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.1M
3
+$10.3M
4
UHS icon
Universal Health Services
UHS
+$9.52M
5
SNY icon
Sanofi
SNY
+$9.22M

Top Sells

1
+$22.7M
2
+$10.1M
3
+$9.75M
4
CNC icon
Centene
CNC
+$9.59M
5
NVST icon
Envista
NVST
+$7.13M

Sector Composition

1 Healthcare 93.34%
2 Energy 2.32%
3 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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