Sectoral Asset Management

Sectoral Asset Management as of March 31, 2022

Portfolio Holdings for Sectoral Asset Management

Sectoral Asset Management holds 106 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
UnitedHealth (UNH) 3.0 $17M 33k 509.97
Healthequity (HQY) 2.9 $16M 240k 67.44
Inari Medical Ord (NARI) 2.6 $15M 161k 90.64
AtriCure (ATRC) 2.5 $14M 218k 65.67
Syneos Health Cl A 2.5 $14M 176k 80.95
R1 Rcm 2.5 $14M 529k 26.76
Inspire Med Sys (INSP) 2.4 $13M 52k 256.69
Johnson & Johnson (JNJ) 2.3 $13M 73k 177.22
Evolent Health Cl A (EVH) 2.2 $13M 392k 32.30
Biohaven Pharmaceutical Holding 2.2 $13M 106k 118.57
Insmed (INSM) 2.2 $12M 528k 23.50
Ortho Clinical Diagnostics H Ord Shs 2.2 $12M 665k 18.66
Tenet Healthcare Corporation (THC) 2.2 $12M 143k 85.96
Arvinas Ord (ARVN) 2.0 $11M 166k 67.30
Arcus Biosciences Incorporated (RCUS) 1.9 $11M 339k 31.56
Agiliti 1.8 $10M 480k 21.10
Thermo Fisher Scientific (TMO) 1.8 $9.9M 17k 590.67
Ptc Therapeutics I (PTCT) 1.8 $9.9M 264k 37.31
Abbvie (ABBV) 1.7 $9.8M 60k 162.11
Privia Health Group (PRVA) 1.7 $9.7M 362k 26.73
Pfizer (PFE) 1.7 $9.6M 185k 51.77
Effector Therapeutics 1.7 $9.6M 2.4M 4.01
Tandem Diabetes Care (TNDM) 1.6 $9.3M 80k 116.29
Silk Road Medical Inc Common 1.5 $8.6M 209k 41.29
Exelixis (EXEL) 1.5 $8.2M 364k 22.67
Eli Lilly & Co. (LLY) 1.4 $8.2M 29k 286.39
BioMarin Pharmaceutical (BMRN) 1.4 $8.1M 105k 77.10
Turning Point Therapeutics I 1.3 $7.5M 281k 26.85
Iteos Therapeutics (ITOS) 1.3 $7.5M 234k 32.18
Fate Therapeutics (FATE) 1.3 $7.5M 193k 38.77
Shockwave Med 1.3 $7.3M 35k 207.37
Abbott Laboratories (ABT) 1.3 $7.0M 60k 118.36
Denali Therapeutics (DNLI) 1.2 $6.7M 207k 32.17
Health Catalyst (HCAT) 1.2 $6.6M 252k 26.13
Seagen 1.1 $5.9M 41k 144.06
Amicus Therapeutics (FOLD) 1.0 $5.9M 624k 9.47
Arrowhead Pharmaceuticals (ARWR) 1.0 $5.5M 120k 45.99
Certara Ord (CERT) 1.0 $5.5M 256k 21.48
Bellus Health Com New 1.0 $5.4M 791k 6.88
Intellia Therapeutics (NTLA) 0.9 $5.2M 72k 72.67
Blueprint Medicines (BPMC) 0.9 $5.2M 82k 63.88
Horizon Therapeutics Pub L SHS 0.9 $5.2M 50k 105.20
Outset Med (OM) 0.9 $5.1M 111k 45.40
Halozyme Therapeutics (HALO) 0.9 $5.0M 126k 39.88
Humana (HUM) 0.9 $5.0M 12k 435.14
STAAR Surgical Company (STAA) 0.9 $5.0M 63k 79.90
Mirati Therapeutics 0.9 $4.9M 60k 82.22
Rocket Pharmaceuticals (RCKT) 0.9 $4.8M 304k 15.86
Merck & Co (MRK) 0.8 $4.7M 58k 82.04
Boston Scientific Corporation (BSX) 0.8 $4.6M 103k 44.29
Irhythm Technologies (IRTC) 0.8 $4.5M 29k 157.47
Danaher Corporation (DHR) 0.8 $4.4M 15k 293.33
Arcutis Biotherapeutics (ARQT) 0.7 $4.2M 219k 19.26
ImmunoGen 0.7 $4.2M 879k 4.76
Aerovate Therapeutics (AVTE) 0.7 $4.0M 219k 18.33
Treace Med Concepts (TMCI) 0.7 $4.0M 211k 18.91
Novavax (NVAX) 0.7 $3.7M 51k 73.64
Iovance Biotherapeutics (IOVA) 0.7 $3.7M 222k 16.65
Biogen Idec (BIIB) 0.6 $3.6M 17k 210.62
Dex (DXCM) 0.6 $3.6M 7.0k 511.57
Apellis Pharmaceuticals (APLS) 0.6 $3.5M 70k 50.81
Exscientia Ads (EXAI) 0.6 $3.4M 236k 14.40
Anthem (ELV) 0.6 $3.4M 6.9k 491.16
Repare Therapeutics Ord (RPTX) 0.6 $3.4M 238k 14.24
Centene Corporation (CNC) 0.6 $3.3M 39k 84.18
Axonics Modulation Technolog (AXNX) 0.6 $3.1M 50k 62.61
Convey Hldg Parent 0.5 $3.1M 468k 6.54
Maravai Lifesciences Holdings (MRVI) 0.5 $3.0M 85k 35.27
Moderna (MRNA) 0.5 $3.0M 17k 172.28
Molina Healthcare (MOH) 0.5 $2.7M 8.2k 333.62
Amgen (AMGN) 0.5 $2.7M 11k 241.79
Rallybio Corp (RLYB) 0.5 $2.7M 385k 6.98
Cytokinetics (CYTK) 0.5 $2.6M 70k 36.81
908 Devices (MASS) 0.5 $2.6M 135k 19.01
Cigna Corp (CI) 0.5 $2.6M 11k 239.62
Medtronic SHS (MDT) 0.4 $2.5M 23k 110.95
Jasper Therapeutics 0.4 $2.4M 675k 3.55
Talaris Therapeutics 0.4 $2.3M 229k 9.84
Regeneron Pharmaceuticals (REGN) 0.4 $2.1M 3.0k 698.36
Bristol Myers Squibb (BMY) 0.4 $2.0M 28k 73.04
Sight Sciences (SGHT) 0.3 $2.0M 170k 11.56
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $1.9M 7.3k 260.95
Edwards Lifesciences (EW) 0.3 $1.9M 16k 117.73
Stryker Corporation (SYK) 0.3 $1.9M 7.0k 267.34
Better Therapeutics Common Stock (BTTX) 0.3 $1.7M 879k 1.98
Checkmate Pharmaceuticals In 0.3 $1.7M 542k 3.19
Gilead Sciences (GILD) 0.3 $1.5M 25k 59.44
Align Technology (ALGN) 0.2 $1.1M 2.4k 436.02
Procaps Group Sa SHS (PROC) 0.2 $929k 109k 8.50
Beigene Sponsored Adr 0.2 $864k 4.6k 188.65
Ascendis Pharma A/s Sponsored Adr (ASND) 0.1 $719k 6.1k 117.31
Illumina (ILMN) 0.1 $685k 2.0k 349.49
Alnylam Pharmaceuticals (ALNY) 0.1 $665k 4.1k 163.39
Icon SHS (ICLR) 0.1 $535k 2.2k 243.18
Zai Lab Adr (ZLAB) 0.1 $528k 12k 44.00
Agilent Technologies Inc C ommon (A) 0.1 $503k 3.8k 132.37
Incyte Corporation (INCY) 0.1 $465k 5.9k 79.35
Biontech Se Sponsored Ads (BNTX) 0.1 $447k 2.6k 170.61
Sonendo (SONX) 0.1 $437k 109k 4.01
Legend Biotech Corp Spon Ads (LEGN) 0.1 $436k 12k 36.33
Stevanato Group Spa Ord Shs (STVN) 0.1 $395k 20k 20.11
Guardant Health (GH) 0.1 $316k 4.8k 66.25
Fusion Pharmaceuticals 0.1 $297k 38k 7.78
Affimed Therapeutics B V 0.1 $295k 68k 4.37
Dr Reddys Labs Adr (RDY) 0.0 $279k 5.0k 55.76
Crispr Therapeutics Namen Akt (CRSP) 0.0 $205k 3.3k 62.69