SAM

Sectoral Asset Management Portfolio holdings

AUM $151M
1-Year Est. Return 14.02%
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
-$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$1.53M
3 +$1.23M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.03M
5
BPMC
Blueprint Medicines
BPMC
+$1.02M

Top Sells

1 +$11M
2 +$7.92M
3 +$7.1M
4
ABBV icon
AbbVie
ABBV
+$5.76M
5
ABT icon
Abbott
ABT
+$5.34M

Sector Composition

1 Healthcare 99.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,330
102
-15,030
103
-89,000
104
-240
105
-4,000