Sectoral Asset Management

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