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
$1B
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$17.5M
3
+$16.8M
4
ELV icon
Elevance Health
ELV
+$16.3M
5
BPMC
Blueprint Medicines
BPMC
+$14M

Top Sells

1
+$28.2M
2
+$24.6M
3
+$17.8M
4
CRL icon
Charles River Laboratories
CRL
+$17.6M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$16.4M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-500,000
77
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78
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79
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-110,000
80
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81
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-100,000
83
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0
85
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-250,000
86
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-150,000
87
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-33,000
88
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-20,000
89
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-500,000
90
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-50,000
91
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-70,000
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-17,000
93
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-200,000
95
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-225,000
96
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97
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98
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-40,000
99
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-230,000
1 2 3
4