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
$849M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$27M
3
+$12.1M
4
FMS icon
Fresenius Medical Care
FMS
+$9.59M
5
BMY icon
Bristol-Myers Squibb
BMY
+$9.05M

Top Sells

1
+$43.3M
2
+$28M
3
+$24M
4
BDX icon
Becton Dickinson
BDX
+$17.5M
5
CI icon
Cigna
CI
+$16.5M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
-125,000
78
– –
-50,000
79
– –
-75,000
80
– –
-45,000
81
– –
-85,000
82
– –
-100,000
83
– –
-20,000
84
– –
-100,000
85
– –
-70,000
86
– –
-500,000
87
– –
-25,000
88
– –
-60,000
89
– –
-100,000
90
– –
-25,000
91
– –
-130,000
92
– –
-250,000
93
– –
-145,000
94
– –
-500,000
95
– –
-250,000
96
– –
-10,000
97
– –
-750,000
98
– –
-400,000
99
– –
-200,000
100
– –
-200,000
1 2 3
4