Sectoral Asset Management as of Dec. 31, 2022
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 120 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Evolent Health Cl A (EVH) | 3.2 | $16M | 586k | 28.08 | |
| Healthequity (HQY) | 2.9 | $15M | 244k | 61.64 | |
| R1 RCM (RCM) | 2.9 | $15M | 1.4M | 10.95 | |
| BioMarin Pharmaceutical (BMRN) | 2.8 | $14M | 139k | 103.49 | |
| UnitedHealth (UNH) | 2.6 | $13M | 25k | 530.18 | |
| Prometheus Biosciences | 2.4 | $12M | 112k | 110.00 | |
| Inari Medical Ord (NARI) | 2.2 | $12M | 181k | 63.56 | |
| Icon SHS (ICLR) | 2.1 | $11M | 57k | 194.25 | |
| Johnson & Johnson (JNJ) | 2.1 | $11M | 62k | 176.65 | |
| Insmed (INSM) | 2.0 | $10M | 516k | 19.98 | |
| AtriCure (ATRC) | 1.9 | $10M | 227k | 44.38 | |
| Irhythm Technologies (IRTC) | 1.7 | $9.0M | 96k | 93.67 | |
| Exelixis (EXEL) | 1.7 | $8.9M | 554k | 16.04 | |
| Ptc Therapeutics I (PTCT) | 1.7 | $8.7M | 228k | 38.17 | |
| Option Care Health (OPCH) | 1.6 | $8.2M | 274k | 30.09 | |
| Arvinas Ord (ARVN) | 1.6 | $8.2M | 239k | 34.21 | |
| Agiliti | 1.6 | $8.1M | 498k | 16.31 | |
| Shockwave Med | 1.6 | $8.0M | 39k | 205.61 | |
| Apellis Pharmaceuticals (APLS) | 1.5 | $7.9M | 152k | 51.71 | |
| Halozyme Therapeutics (HALO) | 1.5 | $7.8M | 137k | 56.90 | |
| Privia Health Group (PRVA) | 1.4 | $7.3M | 321k | 22.71 | |
| Prothena Corp SHS (PRTA) | 1.3 | $6.9M | 115k | 60.25 | |
| Denali Therapeutics (DNLI) | 1.3 | $6.8M | 244k | 27.81 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 1.3 | $6.8M | 133k | 50.96 | |
| Eli Lilly & Co. (LLY) | 1.3 | $6.7M | 18k | 365.84 | |
| Silverback Therapeutics (SPRY) | 1.3 | $6.7M | 782k | 8.53 | |
| Pfizer (PFE) | 1.3 | $6.6M | 129k | 51.24 | |
| Intra Cellular Therapies (ITCI) | 1.3 | $6.5M | 123k | 52.92 | |
| Alignment Healthcare (ALHC) | 1.2 | $6.5M | 549k | 11.76 | |
| Amicus Therapeutics (FOLD) | 1.2 | $6.2M | 508k | 12.21 | |
| Travere Therapeutics (TVTX) | 1.2 | $6.1M | 292k | 21.03 | |
| Merck & Co (MRK) | 1.2 | $6.1M | 55k | 110.95 | |
| Alkermes SHS (ALKS) | 1.2 | $6.1M | 232k | 26.13 | |
| Abbvie (ABBV) | 1.2 | $6.0M | 37k | 161.61 | |
| Cti Biopharma | 1.1 | $5.9M | 980k | 6.01 | |
| Amylyx Pharmaceuticals (AMLX) | 1.1 | $5.8M | 158k | 36.95 | |
| Altimmune (ALT) | 1.1 | $5.6M | 343k | 16.45 | |
| RadNet (RDNT) | 1.1 | $5.6M | 297k | 18.83 | |
| Bellus Health Com New | 1.1 | $5.5M | 669k | 8.22 | |
| Axonics Modulation Technolog (AXNX) | 1.1 | $5.5M | 88k | 62.53 | |
| Alnylam Pharmaceuticals (ALNY) | 1.0 | $5.4M | 23k | 237.65 | |
| Replimune Group (REPL) | 1.0 | $5.3M | 197k | 27.20 | |
| Boston Scientific Corporation (BSX) | 1.0 | $5.3M | 114k | 46.27 | |
| Seagen | 1.0 | $5.2M | 40k | 128.51 | |
| Blueprint Medicines (BPMC) | 1.0 | $5.1M | 116k | 43.81 | |
| Tenet Healthcare Corporation (THC) | 1.0 | $5.0M | 102k | 48.79 | |
| Arcus Biosciences Incorporated (RCUS) | 1.0 | $4.9M | 239k | 20.68 | |
| Amgen (AMGN) | 0.9 | $4.7M | 18k | 262.64 | |
| Inspire Med Sys (INSP) | 0.9 | $4.6M | 18k | 251.88 | |
| Silk Road Medical Inc Common | 0.9 | $4.5M | 85k | 52.85 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $4.4M | 8.0k | 550.69 | |
| Karuna Therapeutics Ord | 0.8 | $4.3M | 22k | 196.50 | |
| Treace Med Concepts (TMCI) | 0.8 | $4.1M | 180k | 22.99 | |
| Rallybio Corp (RLYB) | 0.8 | $4.1M | 620k | 6.57 | |
| Zentalis Pharmaceuticals (ZNTL) | 0.8 | $4.0M | 201k | 20.14 | |
| ImmunoGen | 0.8 | $4.0M | 804k | 4.96 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.7 | $3.9M | 95k | 40.56 | |
| Cytokinetics (CYTK) | 0.7 | $3.8M | 84k | 45.82 | |
| Rocket Pharmaceuticals (RCKT) | 0.7 | $3.7M | 191k | 19.57 | |
| Biogen Idec (BIIB) | 0.7 | $3.7M | 13k | 276.92 | |
| Outset Med (OM) | 0.7 | $3.6M | 140k | 25.82 | |
| Bristol Myers Squibb (BMY) | 0.7 | $3.6M | 50k | 71.95 | |
| Olema Pharmaceuticals (OLMA) | 0.7 | $3.5M | 1.4M | 2.45 | |
| Abbott Laboratories (ABT) | 0.7 | $3.5M | 32k | 109.79 | |
| Moderna Com Usd (MRNA) | 0.6 | $3.2M | 18k | 179.62 | |
| Iqvia Holdings (IQV) | 0.6 | $3.1M | 15k | 204.89 | |
| Danaher Corporation (DHR) | 0.6 | $3.1M | 12k | 265.42 | |
| Mirati Therapeutics | 0.6 | $3.0M | 67k | 45.31 | |
| Arcutis Biotherapeutics (ARQT) | 0.6 | $3.0M | 204k | 14.80 | |
| Vaxcyte (PCVX) | 0.6 | $2.9M | 60k | 47.95 | |
| Intellia Therapeutics (NTLA) | 0.5 | $2.5M | 71k | 34.89 | |
| Beam Therapeutics (BEAM) | 0.5 | $2.5M | 64k | 39.11 | |
| Galera Therapeutics (GRTX) | 0.5 | $2.5M | 1.7M | 1.49 | |
| Medtronic SHS (MDT) | 0.5 | $2.5M | 32k | 77.72 | |
| Edwards Lifesciences (EW) | 0.5 | $2.4M | 32k | 74.61 | |
| Stryker Corporation (SYK) | 0.4 | $2.3M | 9.3k | 244.49 | |
| Gilead Sciences (GILD) | 0.4 | $2.2M | 26k | 85.85 | |
| STAAR Surgical Company (STAA) | 0.4 | $2.1M | 44k | 48.54 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $2.0M | 7.0k | 288.78 | |
| Regeneron Pharmaceuticals (REGN) | 0.4 | $2.0M | 2.7k | 721.49 | |
| Fate Therapeutics (FATE) | 0.4 | $1.8M | 183k | 10.09 | |
| Humana (HUM) | 0.4 | $1.8M | 3.6k | 512.19 | |
| Zymeworks Del (ZYME) | 0.3 | $1.5M | 192k | 7.86 | |
| Exscientia Ads (EXAI) | 0.3 | $1.4M | 265k | 5.33 | |
| Scholar Rock Hldg Corp (SRRK) | 0.3 | $1.4M | 151k | 9.05 | |
| Astrazeneca Sp Adr (AZN) | 0.3 | $1.4M | 20k | 67.80 | |
| Atea Pharmaceuticals (AVIR) | 0.3 | $1.4M | 281k | 4.81 | |
| Point Biopharma Global | 0.3 | $1.4M | 185k | 7.29 | |
| Macrogenics (MGNX) | 0.3 | $1.3M | 200k | 6.71 | |
| Beigene Sp Adr | 0.3 | $1.3M | 6.0k | 219.94 | |
| Bioxcel Therapeutics (BTAI) | 0.3 | $1.3M | 61k | 21.48 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $1.3M | 16k | 83.00 | |
| 4d Molecular Therapeutics In (FDMT) | 0.2 | $1.2M | 54k | 22.21 | |
| Bioatla (BCAB) | 0.2 | $1.1M | 138k | 8.25 | |
| Iteos Therapeutics (ITOS) | 0.2 | $1.1M | 58k | 19.53 | |
| Generation Bio (GBIO) | 0.2 | $1.1M | 274k | 3.93 | |
| Effector Therapeutics | 0.2 | $1.0M | 2.4M | 0.43 | |
| Illumina (ILMN) | 0.2 | $934k | 4.6k | 202.20 | |
| Horizon Therapeutics SHS | 0.1 | $774k | 6.8k | 113.80 | |
| Incyte Corporation (INCY) | 0.1 | $537k | 6.7k | 80.32 | |
| Dr Reddys Labs Adr (RDY) | 0.1 | $518k | 10k | 51.75 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $505k | 1.8k | 278.09 | |
| Royalty Pharma Shs Class A (RPRX) | 0.1 | $492k | 12k | 39.52 | |
| Legend Biotech Corp Sp Ads (LEGN) | 0.1 | $449k | 9.0k | 49.92 | |
| Sanofi Sp Adr (SNY) | 0.1 | $431k | 8.9k | 48.43 | |
| Zai Lab Adr (ZLAB) | 0.1 | $412k | 13k | 30.70 | |
| Biontech Se Sp Adr (BNTX) | 0.1 | $406k | 2.7k | 150.22 | |
| Sarepta Therapeutics (SRPT) | 0.1 | $363k | 2.8k | 129.58 | |
| Argenx Se Sp Adr (ARGX) | 0.1 | $352k | 930.00 | 378.83 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $334k | 2.8k | 119.44 | |
| Jazz Pharma Shs Usd (JAZZ) | 0.1 | $314k | 2.0k | 159.31 | |
| Ascendis Pharma A S Sp Adr (ASND) | 0.0 | $206k | 1.7k | 122.13 | |
| Medpace Hldgs (MEDP) | 0.0 | $206k | 970.00 | 212.41 | |
| Fusion Pharmaceuticals | 0.0 | $181k | 57k | 3.15 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $168k | 4.5k | 37.77 | |
| Roivant Sciences SHS (ROIV) | 0.0 | $168k | 21k | 7.99 | |
| Rain Therapeutics | 0.0 | $150k | 19k | 8.00 | |
| Guardant Health (GH) | 0.0 | $130k | 4.8k | 27.20 | |
| Novocure Ord Shs (NVCR) | 0.0 | $117k | 1.6k | 73.35 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $101k | 2.5k | 40.65 |
