Sector Gamma As as of Dec. 31, 2013
Portfolio Holdings for Sector Gamma As
Sector Gamma As holds 33 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 11.1 | $41M | 805k | 51.00 | |
| Boston Scientific Corporation (BSX) | 8.4 | $31M | 2.6M | 12.02 | |
| Forest Laboratories | 7.1 | $26M | 440k | 60.03 | |
| Baxter International (BAX) | 6.5 | $24M | 348k | 69.55 | |
| Cardinal Health (CAH) | 5.3 | $20M | 296k | 66.81 | |
| Johnson & Johnson (JNJ) | 5.1 | $19M | 207k | 91.59 | |
| Agilent Technologies Inc C ommon (A) | 4.4 | $16M | 283k | 57.19 | |
| Edwards Lifesciences (EW) | 3.9 | $14M | 217k | 65.76 | |
| Cubist Pharmaceuticals | 3.3 | $12M | 176k | 68.87 | |
| Teva Pharmaceutical Inds Adr (TEVA) | 3.2 | $12M | 298k | 40.08 | |
| PerkinElmer (RVTY) | 3.1 | $12M | 283k | 41.23 | |
| LifePoint Hospitals | 3.1 | $11M | 216k | 52.84 | |
| Medicines Company | 3.0 | $11M | 288k | 38.62 | |
| UnitedHealth (UNH) | 2.9 | $11M | 142k | 75.30 | |
| Express Scripts Holding | 2.8 | $10M | 147k | 70.24 | |
| Thoratec Corp Com New | 2.7 | $9.9M | 270k | 36.60 | |
| Auxilium Pharmaceuticals | 2.6 | $9.6M | 463k | 20.73 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 2.3 | $8.6M | 742k | 11.61 | |
| Quest Diagnostics Incorporated (DGX) | 2.2 | $8.2M | 153k | 53.54 | |
| Bio Rad Labs Cl A (BIO) | 1.9 | $7.2M | 58k | 123.61 | |
| ResMed (RMD) | 1.9 | $7.1M | 151k | 47.08 | |
| Masimo Corporation (MASI) | 1.9 | $7.1M | 243k | 29.23 | |
| St. Jude Medical | 1.8 | $6.6M | 106k | 61.95 | |
| Biogen Idec (BIIB) | 1.5 | $5.6M | 20k | 279.55 | |
| Allergan | 1.3 | $5.0M | 45k | 111.09 | |
| United Therapeutics Corporation (UTHR) | 1.2 | $4.4M | 39k | 113.08 | |
| Health Net | 1.2 | $4.3M | 145k | 29.67 | |
| Integra Lifesciences Hldgs C Com New (IART) | 0.9 | $3.4M | 71k | 47.70 | |
| Acorda Therapeutics | 0.9 | $3.4M | 115k | 29.20 | |
| Tenet Healthcare Corporation (THC) | 0.9 | $3.3M | 79k | 42.11 | |
| Owens & Minor (OMI) | 0.8 | $2.9M | 80k | 36.56 | |
| Momenta Pharmaceuticals | 0.7 | $2.4M | 137k | 17.68 | |
| Spectrum Pharmaceuticals | 0.1 | $443k | 50k | 8.86 |
