Sectoral Asset Management

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