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
$705M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$17.5M
3 +$17.2M
4
BDX icon
Becton Dickinson
BDX
+$16.8M
5
DXCM icon
DexCom
DXCM
+$16.3M

Top Sells

1 +$34.3M
2 +$25.8M
3 +$13.5M
4
ABBV icon
AbbVie
ABBV
+$13.5M
5
SDGR icon
Schrodinger
SDGR
+$13.2M

Sector Composition

1 Healthcare 99.61%
2 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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