IHAM
Integral Health Asset Management Portfolio holdings
AUM
$1.97B
1-Year Est. Return
106.57%
This Fund
S&P 500
1 Year Est. Return
+106.57%
AUM
$1.37B
AUM Growth
+$301M
(+28%)
Holding
90
Top Buys
| 1 | +$17.8M | |
| 2 | +$16.5M | |
| 3 | +$12.7M | |
| 4 |
Centene
CNC
|
+$12.1M |
| 5 |
Intuitive Surgical
ISRG
|
+$12M |
Top Sells
| 1 | +$26M | |
| 2 | +$25.9M | |
| 3 | +$17.5M | |
| 4 |
GE HealthCare
GEHC
|
+$14.8M |
| 5 |
Encompass Health
EHC
|
+$14.3M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
AbbVie
ABBV
$401B
| – | – |
-40,000
|
|
||
77
Alkermes
ALKS
$4.62B
| – | – |
-100,000
|
|
||
78
Baxter International
BAX
$8.98B
| – | – |
-250,000
|
|
||
79
Catalyst Pharmaceutical
CPRX
$3.03B
| – | – |
-150,000
|
|
||
80
CRISPR Therapeutics
CRSP
$5.07B
| – | – |
-100,000
|
|
||
81
DexCom
DXCM
$26.1B
| – | – |
-200,000
|
|
||
82
MoonLake Immunotherapeutics
MLTX
$1.32B
| – | – |
-200,000
|
|
||
83
NewAmsterdam Pharma
NAMS
$3.6B
| – | – |
0
|
|
||
84
Novo Nordisk
NVO
$172B
| – | – |
0
|
|
||
85
Ultragenyx Pharmaceutical
RARE
$2.21B
| – | – |
-100,000
|
|
||
86
Arcus Biosciences
RCUS
$3.08B
| – | – |
-300,000
|
|
||
87
Viking Therapeutics
VKTX
$4.01B
| – | – |
0
|
|
||
|
VRNA
88
DELISTED
Verona Pharma
VRNA
| – | – |
-60,000
|
|
||
89
Waters Corp
WAT
$29.4B
| – | – |
-15,000
|
|
||
|
ATYR
90
aTyr Pharma
ATYR
$91.7M
| – | – |
-1,050,000
|
|