Sectoral Asset Management as of June 30, 2022
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 112 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 3.7 | $19M | 36k | 513.63 | |
Healthequity (HQY) | 3.0 | $15M | 241k | 61.39 | |
R1 RCM (RCM) | 2.6 | $13M | 604k | 20.96 | |
Inari Medical Ord (NARI) | 2.5 | $13M | 184k | 67.99 | |
Johnson & Johnson (JNJ) | 2.4 | $12M | 68k | 177.51 | |
BioMarin Pharmaceutical (BMRN) | 2.4 | $12M | 142k | 82.87 | |
Evolent Health (EVH) | 2.3 | $11M | 372k | 30.71 | |
Arvinas Ord (ARVN) | 2.3 | $11M | 267k | 42.09 | |
Syneos Health Cl A | 2.2 | $11M | 153k | 71.68 | |
Insmed (INSM) | 2.0 | $10M | 516k | 19.72 | |
Ptc Therapeutics I (PTCT) | 1.9 | $9.6M | 240k | 40.06 | |
Inspire Med Sys (INSP) | 1.9 | $9.4M | 52k | 182.67 | |
AtriCure (ATRC) | 1.9 | $9.3M | 229k | 40.86 | |
Biohaven Pharmaceutical Holding | 1.9 | $9.2M | 63k | 145.72 | |
Agiliti (AGTI) | 1.8 | $9.1M | 443k | 20.51 | |
Privia Health Group (PRVA) | 1.7 | $8.7M | 297k | 29.12 | |
Silk Road Medical Inc Common (SILK) | 1.7 | $8.3M | 227k | 36.39 | |
Irhythm Technologies (IRTC) | 1.6 | $8.1M | 75k | 108.03 | |
Exelixis (EXEL) | 1.6 | $8.0M | 383k | 20.82 | |
Arcus Biosciences Incorporated (RCUS) | 1.6 | $7.9M | 312k | 25.34 | |
Icon SHS (ICLR) | 1.6 | $7.8M | 36k | 216.69 | |
Apellis Pharmaceuticals (APLS) | 1.4 | $6.9M | 153k | 45.22 | |
Pfizer (PFE) | 1.4 | $6.8M | 129k | 52.43 | |
Turning Point Therapeutics I | 1.4 | $6.8M | 90k | 75.26 | |
Axonics Modulation Technolog (AXNX) | 1.4 | $6.7M | 119k | 56.67 | |
Humana (HUM) | 1.3 | $6.7M | 14k | 468.05 | |
Tandem Diabetes Care (TNDM) | 1.3 | $6.3M | 106k | 59.19 | |
Abbvie (ABBV) | 1.2 | $6.2M | 40k | 153.15 | |
Abbott Laboratories (ABT) | 1.2 | $6.2M | 57k | 108.66 | |
Amicus Therapeutics (FOLD) | 1.2 | $6.0M | 561k | 10.74 | |
Eli Lilly & Co. (LLY) | 1.2 | $6.0M | 18k | 324.25 | |
Denali Therapeutics (DNLI) | 1.2 | $5.9M | 202k | 29.43 | |
Shockwave Med (SWAV) | 1.2 | $5.9M | 31k | 191.16 | |
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 1.2 | $5.9M | 89k | 66.03 | |
Seagen | 1.2 | $5.8M | 33k | 176.94 | |
Halozyme Therapeutics (HALO) | 1.2 | $5.7M | 130k | 44.00 | |
Alkermes SHS (ALKS) | 1.1 | $5.6M | 190k | 29.79 | |
Travere Therapeutics (TVTX) | 1.1 | $5.6M | 232k | 24.23 | |
Treace Med Concepts (TMCI) | 1.1 | $5.4M | 377k | 14.34 | |
Tenet Healthcare Corporation (THC) | 1.1 | $5.3M | 102k | 52.56 | |
Merck & Co (MRK) | 1.1 | $5.3M | 58k | 91.17 | |
Intra Cellular Therapies (ITCI) | 1.0 | $5.2M | 91k | 57.08 | |
Prometheus Biosciences | 1.0 | $4.9M | 173k | 28.23 | |
Boston Scientific Corporation (BSX) | 1.0 | $4.7M | 127k | 37.27 | |
Bellus Health Com New | 0.9 | $4.6M | 501k | 9.24 | |
Mirati Therapeutics | 0.9 | $4.6M | 69k | 67.13 | |
Fate Therapeutics (FATE) | 0.9 | $4.5M | 183k | 24.78 | |
STAAR Surgical Company (STAA) | 0.9 | $4.4M | 63k | 70.93 | |
ImmunoGen | 0.9 | $4.2M | 940k | 4.50 | |
Convey Hldg Parent | 0.8 | $4.2M | 400k | 10.40 | |
Blueprint Medicines (BPMC) | 0.8 | $4.1M | 82k | 50.51 | |
Arrowhead Pharmaceuticals (ARWR) | 0.8 | $4.1M | 117k | 35.21 | |
Centene Corporation (CNC) | 0.8 | $4.1M | 48k | 84.62 | |
Horizon Therapeutics SHS | 0.8 | $4.0M | 50k | 79.76 | |
Amgen (AMGN) | 0.8 | $4.0M | 16k | 243.28 | |
Arcutis Biotherapeutics (ARQT) | 0.8 | $3.8M | 180k | 21.31 | |
Rocket Pharmaceuticals (RCKT) | 0.8 | $3.7M | 271k | 13.76 | |
Certara Ord (CERT) | 0.7 | $3.7M | 173k | 21.46 | |
Intellia Therapeutics (NTLA) | 0.7 | $3.7M | 71k | 51.77 | |
Iqvia Holdings (IQV) | 0.7 | $3.5M | 16k | 217.00 | |
Effector Therapeutics | 0.7 | $3.4M | 2.4M | 1.42 | |
Cytokinetics (CYTK) | 0.7 | $3.3M | 84k | 39.29 | |
Thermo Fisher Scientific (TMO) | 0.6 | $3.2M | 5.8k | 543.32 | |
Aerovate Therapeutics (AVTE) | 0.6 | $3.1M | 196k | 15.63 | |
Iteos Therapeutics (ITOS) | 0.6 | $3.0M | 148k | 20.60 | |
Karuna Therapeutics Ord | 0.6 | $3.0M | 24k | 126.52 | |
Molina Healthcare (MOH) | 0.6 | $2.9M | 10k | 279.61 | |
Bristol Myers Squibb (BMY) | 0.6 | $2.8M | 37k | 77.01 | |
Biogen Idec (BIIB) | 0.6 | $2.8M | 14k | 203.97 | |
908 Devices (MASS) | 0.5 | $2.7M | 132k | 20.59 | |
Anthem (ELV) | 0.5 | $2.7M | 5.5k | 482.55 | |
Rallybio Corp (RLYB) | 0.5 | $2.6M | 345k | 7.55 | |
Moderna (MRNA) | 0.5 | $2.6M | 18k | 142.87 | |
Maravai Lifesciences Holdings (MRVI) | 0.5 | $2.5M | 89k | 28.41 | |
Novavax (NVAX) | 0.5 | $2.5M | 49k | 51.42 | |
Medtronic SHS (MDT) | 0.5 | $2.3M | 26k | 89.74 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $2.3M | 8.1k | 281.84 | |
Gilead Sciences (GILD) | 0.5 | $2.3M | 36k | 61.81 | |
Exscientia Ads (EXAI) | 0.4 | $2.2M | 201k | 10.89 | |
Danaher Corporation (DHR) | 0.4 | $2.2M | 8.6k | 253.57 | |
Cigna Corp (CI) | 0.4 | $2.1M | 7.8k | 263.46 | |
Regeneron Pharmaceuticals (REGN) | 0.4 | $1.9M | 3.2k | 591.28 | |
Alnylam Pharmaceuticals (ALNY) | 0.4 | $1.8M | 12k | 145.89 | |
Altimmune (ALT) | 0.4 | $1.8M | 150k | 11.70 | |
Jasper Therapeutics | 0.3 | $1.4M | 715k | 1.93 | |
Astrazeneca Spn Adr (AZN) | 0.2 | $1.1M | 16k | 66.06 | |
Talaris Therapeutics | 0.2 | $1.0M | 229k | 4.51 | |
Beigene Spn Adr (BGNE) | 0.2 | $822k | 5.1k | 161.81 | |
Illumina (ILMN) | 0.1 | $631k | 3.4k | 184.50 | |
Sanofi Spn Adr (SNY) | 0.1 | $590k | 12k | 50.07 | |
Royalty Pharma Shs Class A (RPRX) | 0.1 | $582k | 14k | 42.05 | |
Legend Biotech Corp Spn Adr (LEGN) | 0.1 | $550k | 10k | 55.00 | |
Incyte Corporation (INCY) | 0.1 | $538k | 7.1k | 75.99 | |
Zai Lab Adr (ZLAB) | 0.1 | $486k | 14k | 34.71 | |
Argenx Se Spn Adr (ARGX) | 0.1 | $481k | 1.3k | 378.74 | |
Dr Reddys Labs Adr (RDY) | 0.1 | $471k | 8.5k | 55.39 | |
United Therapeutics Corporation (UTHR) | 0.1 | $451k | 1.9k | 235.51 | |
Mereo Biopharma Gr Ads (MREO) | 0.1 | $431k | 385k | 1.12 | |
Biontech Se Spn Adr (BNTX) | 0.1 | $328k | 2.2k | 149.09 | |
Jazz Pharma Shs Usd (JAZZ) | 0.1 | $307k | 2.0k | 155.84 | |
Neurocrine Biosciences (NBIX) | 0.1 | $297k | 3.1k | 97.38 | |
Ultragenyx Pharmaceutical (RARE) | 0.1 | $257k | 4.3k | 59.77 | |
Sarepta Therapeutics (SRPT) | 0.0 | $210k | 2.8k | 75.00 | |
Guardant Health (GH) | 0.0 | $192k | 4.8k | 40.25 | |
Ascendis Pharma A S Spn Adr (ASND) | 0.0 | $176k | 1.9k | 93.12 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $165k | 4.5k | 37.08 | |
Medpace Hldgs (MEDP) | 0.0 | $159k | 1.1k | 150.00 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $151k | 2.5k | 60.64 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $148k | 1.2k | 118.59 | |
Vir Biotechnology (VIR) | 0.0 | $107k | 4.2k | 25.48 | |
Novocure Ord Shs (NVCR) | 0.0 | $97k | 1.4k | 69.29 | |
Fusion Pharmaceuticals (FUSN) | 0.0 | $95k | 38k | 2.49 |