SGH
Sivik Global Healthcare Portfolio holdings
AUM
$224M
This Quarter Return
-2.58%
1 Year Return
+5.3%
3 Year Return
+45.33%
5 Year Return
+103.79%
10 Year Return
+430.94%
AUM
$210M
AUM Growth
+$210M
(+5.7%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
7.99%
Top 10 Holdings %
Top 10 Hldgs %
36.19%
Holding
76
New
21
Increased
12
Reduced
17
Closed
15
Top Buys
| 1 |
iShares Biotechnology ETF
IBB
|
$9.29M |
| 2 |
Bristol-Myers Squibb
BMY
|
$7.31M |
| 3 |
Elevance Health
ELV
|
$7.19M |
| 4 |
Gilead Sciences
GILD
|
$5.73M |
| 5 |
McKesson
MCK
|
$4.92M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
$7.8M |
| 2 |
Amgen
AMGN
|
$7.51M |
| 3 |
Medtronic
MDT
|
$5.62M |
| 4 |
GSK
GSK
|
$5.39M |
| 5 |
Eli Lilly
LLY
|
$5.15M |
Sector Composition
| 1 | Healthcare | 83.15% |
| 2 | Financials | 3.55% |
| 3 | Industrials | 1.31% |
| 4 | Consumer Staples | 0.98% |
| 5 | Energy | 0.76% |
