IHAM

Integral Health Asset Management Portfolio holdings

AUM $1.37B
1-Year Est. Return 69.45%
This Quarter Est. Return
1 Year Est. Return
+69.45%
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
– –
-125,000
77
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-50,000
78
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-75,000
79
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-45,000
80
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-250,000
81
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-400,000
82
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-200,000
83
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-200,000
84
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-100,000
85
– –
-25,000
86
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-40,000
87
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-10,000
88
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-85,000
89
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-100,000
90
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-20,000
91
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-100,000
92
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-70,000
93
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-500,000
94
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-25,000
95
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-60,000
96
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-750,000
97
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-130,000
98
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-250,000
99
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-145,000
100
– –
-500,000
1 2 3
4