Sectoral Asset Management as of Sept. 30, 2022
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 109 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 3.3 | $17M | 33k | 505.03 | |
Healthequity (HQY) | 3.1 | $16M | 233k | 67.17 | |
BioMarin Pharmaceutical (BMRN) | 2.7 | $14M | 163k | 84.77 | |
Evolent Health Cl A (EVH) | 2.6 | $13M | 372k | 35.93 | |
Inari Medical Ord (NARI) | 2.6 | $13M | 182k | 72.64 | |
Irhythm Technologies (IRTC) | 2.5 | $13M | 103k | 125.28 | |
R1 RCM (RCM) | 2.5 | $13M | 683k | 18.53 | |
Ptc Therapeutics I (PTCT) | 2.4 | $12M | 239k | 50.20 | |
Arvinas Ord (ARVN) | 2.2 | $11M | 250k | 44.49 | |
Johnson & Johnson (JNJ) | 2.2 | $11M | 68k | 163.36 | |
Insmed (INSM) | 2.2 | $11M | 514k | 21.54 | |
Icon SHS (ICLR) | 2.0 | $9.9M | 54k | 183.77 | |
Privia Health Group (PRVA) | 1.8 | $9.3M | 273k | 34.06 | |
AtriCure (ATRC) | 1.7 | $8.9M | 227k | 39.10 | |
Exelixis (EXEL) | 1.7 | $8.7M | 553k | 15.68 | |
Syneos Health Cl A | 1.7 | $8.6M | 183k | 47.15 | |
Apellis Pharmaceuticals (APLS) | 1.7 | $8.5M | 124k | 68.30 | |
Shockwave Med (SWAV) | 1.6 | $8.2M | 30k | 278.07 | |
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 1.6 | $8.1M | 116k | 70.33 | |
Axonics Modulation Technolog (AXNX) | 1.6 | $8.1M | 114k | 70.44 | |
Agiliti (AGTI) | 1.6 | $8.0M | 558k | 14.31 | |
Denali Therapeutics (DNLI) | 1.5 | $7.5M | 243k | 30.69 | |
Inspire Med Sys (INSP) | 1.5 | $7.4M | 42k | 177.37 | |
Blueprint Medicines (BPMC) | 1.4 | $7.2M | 110k | 65.89 | |
Abbvie (ABBV) | 1.4 | $7.1M | 53k | 134.21 | |
Bellus Health Com New | 1.3 | $6.5M | 614k | 10.56 | |
Cincor Pharma | 1.3 | $6.4M | 196k | 32.82 | |
Travere Therapeutics (TVTX) | 1.2 | $6.2M | 250k | 24.64 | |
Prometheus Biosciences | 1.2 | $6.1M | 103k | 59.01 | |
Amicus Therapeutics (FOLD) | 1.2 | $6.0M | 573k | 10.44 | |
Eli Lilly & Co. (LLY) | 1.2 | $6.0M | 18k | 323.32 | |
Arcus Biosciences Incorporated (RCUS) | 1.2 | $5.9M | 227k | 26.16 | |
Horizon Therapeutics SHS | 1.2 | $5.8M | 95k | 61.90 | |
Amylyx Pharmaceuticals (AMLX) | 1.1 | $5.8M | 205k | 28.15 | |
Intra Cellular Therapies (ITCI) | 1.1 | $5.7M | 123k | 46.53 | |
Pfizer (PFE) | 1.1 | $5.7M | 129k | 43.76 | |
Cti Biopharma | 1.1 | $5.6M | 968k | 5.82 | |
Silverback Therapeutics (SPRY) | 1.1 | $5.5M | 1.0M | 5.28 | |
Halozyme Therapeutics (HALO) | 1.1 | $5.4M | 137k | 39.54 | |
Humana (HUM) | 1.1 | $5.4M | 11k | 485.21 | |
Treace Med Concepts (TMCI) | 1.1 | $5.4M | 244k | 22.07 | |
Tenet Healthcare Corporation (THC) | 1.0 | $5.2M | 102k | 51.58 | |
Alkermes SHS (ALKS) | 1.0 | $5.2M | 232k | 22.33 | |
Silk Road Medical Inc Common (SILK) | 1.0 | $5.1M | 114k | 45.00 | |
Abbott Laboratories (ABT) | 1.0 | $5.0M | 52k | 96.76 | |
Merck & Co (MRK) | 1.0 | $5.0M | 58k | 86.11 | |
Boston Scientific Corporation (BSX) | 1.0 | $4.9M | 127k | 38.73 | |
Bristol Myers Squibb (BMY) | 0.9 | $4.7M | 66k | 71.08 | |
Alnylam Pharmaceuticals (ALNY) | 0.9 | $4.5M | 23k | 200.18 | |
STAAR Surgical Company (STAA) | 0.9 | $4.4M | 63k | 70.54 | |
Signify Health Cl A Com | 0.9 | $4.4M | 150k | 29.15 | |
Karuna Therapeutics Ord | 0.9 | $4.3M | 19k | 224.91 | |
Rocket Pharmaceuticals (RCKT) | 0.9 | $4.3M | 271k | 15.96 | |
Arcutis Biotherapeutics (ARQT) | 0.8 | $4.2M | 221k | 19.11 | |
Mirati Therapeutics | 0.8 | $4.2M | 60k | 69.85 | |
Fate Therapeutics (FATE) | 0.8 | $4.1M | 183k | 22.41 | |
ImmunoGen | 0.8 | $4.1M | 849k | 4.78 | |
Cytokinetics (CYTK) | 0.8 | $4.0M | 84k | 48.45 | |
Intellia Therapeutics (NTLA) | 0.8 | $4.0M | 71k | 55.95 | |
Iqvia Holdings (IQV) | 0.7 | $3.7M | 20k | 181.13 | |
Amgen (AMGN) | 0.7 | $3.7M | 16k | 225.40 | |
Centene Corporation (CNC) | 0.7 | $3.5M | 46k | 77.81 | |
Biogen Idec (BIIB) | 0.7 | $3.5M | 13k | 266.98 | |
Altimmune (ALT) | 0.7 | $3.4M | 269k | 12.77 | |
Rallybio Corp (RLYB) | 0.7 | $3.4M | 233k | 14.47 | |
Seagen | 0.7 | $3.4M | 25k | 136.85 | |
Arrowhead Pharmaceuticals (ARWR) | 0.6 | $3.3M | 99k | 33.05 | |
Beam Therapeutics (BEAM) | 0.6 | $3.1M | 66k | 47.64 | |
Thermo Fisher Scientific (TMO) | 0.6 | $3.0M | 5.8k | 507.19 | |
Medtronic SHS (MDT) | 0.5 | $2.5M | 32k | 80.76 | |
Olema Pharmaceuticals (OLMA) | 0.5 | $2.4M | 883k | 2.76 | |
Certara Ord (CERT) | 0.5 | $2.3M | 173k | 13.28 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $2.3M | 7.9k | 289.59 | |
Regeneron Pharmaceuticals (REGN) | 0.5 | $2.3M | 3.3k | 688.86 | |
Gilead Sciences (GILD) | 0.4 | $2.2M | 36k | 61.70 | |
Danaher Corporation (DHR) | 0.4 | $2.2M | 8.6k | 258.32 | |
Cigna Corp (CI) | 0.4 | $2.2M | 7.8k | 277.44 | |
Moderna (MRNA) | 0.4 | $2.2M | 18k | 118.24 | |
Stryker Corporation (SYK) | 0.4 | $2.1M | 10k | 202.50 | |
Molina Healthcare (MOH) | 0.4 | $2.1M | 6.3k | 329.88 | |
Anthem (ELV) | 0.4 | $1.9M | 4.3k | 454.35 | |
Effector Therapeutics | 0.3 | $1.4M | 2.4M | 0.57 | |
Zentalis Pharmaceuticals (ZNTL) | 0.3 | $1.3M | 60k | 21.67 | |
Astrazeneca Spn Adr (AZN) | 0.2 | $1.1M | 20k | 54.84 | |
Illumina (ILMN) | 0.2 | $881k | 4.6k | 190.69 | |
Outset Med (OM) | 0.2 | $797k | 50k | 15.94 | |
Beigene Spn Adr (BGNE) | 0.2 | $779k | 5.8k | 134.78 | |
Royalty Pharma Shs Cl A (RPRX) | 0.1 | $488k | 12k | 40.20 | |
Zai Lab Adr (ZLAB) | 0.1 | $479k | 14k | 34.21 | |
Incyte Corporation (INCY) | 0.1 | $472k | 7.1k | 66.67 | |
Dr Reddys Labs Adr (RDY) | 0.1 | $471k | 9.0k | 52.31 | |
Argenx Se Spn Adr (ARGX) | 0.1 | $448k | 1.3k | 352.76 | |
United Therapeutics Corporation (UTHR) | 0.1 | $401k | 1.9k | 209.40 | |
Legend Biotech Corp Spn Adr (LEGN) | 0.1 | $367k | 9.0k | 40.78 | |
Biontech Se Spn Adr (BNTX) | 0.1 | $364k | 2.7k | 134.81 | |
Sanofi Spn Adr (SNY) | 0.1 | $338k | 8.9k | 37.98 | |
Neurocrine Biosciences (NBIX) | 0.1 | $324k | 3.1k | 106.23 | |
Jasper Therapeutics | 0.1 | $316k | 400k | 0.79 | |
Sarepta Therapeutics (SRPT) | 0.1 | $310k | 2.8k | 110.71 | |
Jazz Pharma Shs Usd (JAZZ) | 0.1 | $263k | 2.0k | 133.50 | |
Guardant Health (GH) | 0.1 | $257k | 4.8k | 53.88 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $197k | 4.5k | 44.27 | |
Ascendis Pharma A S Spn Adr (ASND) | 0.0 | $195k | 1.9k | 103.17 | |
Fusion Pharmaceuticals (FUSN) | 0.0 | $172k | 57k | 3.00 | |
Medpace Hldgs (MEDP) | 0.0 | $167k | 1.1k | 157.55 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $163k | 2.5k | 65.46 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $140k | 1.1k | 121.95 | |
Novocure Ord Shs (NVCR) | 0.0 | $122k | 1.6k | 76.25 | |
Novavax (NVAX) | 0.0 | $46k | 2.6k | 18.04 |