Sectoral Asset Management as of Dec. 31, 2024
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 86 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lenz Therapeutics (LENZ) | 18.8 | $28M | 977k | 28.87 | |
| Contineum Therapeuti Cl A (CTNM) | 7.8 | $12M | 801k | 14.65 | |
| Eli Lilly & Co. (LLY) | 6.5 | $9.7M | 13k | 772.00 | |
| UnitedHealth (UNH) | 4.9 | $7.4M | 15k | 505.86 | |
| Gilead Sciences (GILD) | 3.2 | $4.7M | 51k | 92.37 | |
| Mineralys Therapeutics (MLYS) | 3.1 | $4.7M | 381k | 12.31 | |
| Abbvie (ABBV) | 2.2 | $3.3M | 19k | 177.70 | |
| Johnson & Johnson (JNJ) | 2.2 | $3.3M | 23k | 144.62 | |
| Amgen (AMGN) | 2.2 | $3.3M | 13k | 260.64 | |
| Boston Scientific Corporation (BSX) | 1.9 | $2.9M | 33k | 89.32 | |
| Abbott Laboratories (ABT) | 1.8 | $2.8M | 24k | 113.11 | |
| Bristol Myers Squibb (BMY) | 1.7 | $2.5M | 44k | 56.56 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $2.5M | 4.8k | 520.50 | |
| Merck & Co (MRK) | 1.6 | $2.4M | 25k | 99.48 | |
| Regeneron Pharmaceuticals (REGN) | 1.6 | $2.4M | 3.4k | 712.33 | |
| Stryker Corporation (SYK) | 1.5 | $2.3M | 6.4k | 360.64 | |
| Biontech Se Spn Ads (BNTX) | 1.4 | $2.2M | 19k | 113.95 | |
| Medtronic SHS (MDT) | 1.4 | $2.1M | 26k | 80.37 | |
| Argenx Se Spn Adr (ARGX) | 1.4 | $2.1M | 3.4k | 615.00 | |
| Pfizer (PFE) | 1.4 | $2.1M | 78k | 26.53 | |
| Boundless Bio (BOLD) | 1.3 | $2.0M | 679k | 2.90 | |
| Alnylam Pharmaceuticals (ALNY) | 1.3 | $2.0M | 8.3k | 235.31 | |
| BioMarin Pharmaceutical (BMRN) | 1.3 | $1.9M | 29k | 65.73 | |
| Danaher Corporation (DHR) | 1.1 | $1.7M | 7.3k | 229.74 | |
| Neurocrine Biosciences (NBIX) | 1.1 | $1.6M | 12k | 136.50 | |
| Intuitive Surgic Com New (ISRG) | 1.1 | $1.6M | 3.1k | 521.96 | |
| Vaxcyte (PCVX) | 1.0 | $1.6M | 19k | 81.86 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.0 | $1.5M | 3.7k | 402.70 | |
| Sarepta Therapeutics (SRPT) | 0.9 | $1.3M | 11k | 121.59 | |
| Structure Therapeu Spn Ads (GPCR) | 0.9 | $1.3M | 49k | 27.12 | |
| Moonlake Immunothera Class A Ord (MLTX) | 0.9 | $1.3M | 24k | 54.15 | |
| Amicus Therapeutics (FOLD) | 0.9 | $1.3M | 136k | 9.42 | |
| Uniqure SHS (QURE) | 0.8 | $1.3M | 72k | 17.66 | |
| Zai Lab Adr (ZLAB) | 0.8 | $1.2M | 45k | 26.19 | |
| Cytokinetics Com New (CYTK) | 0.8 | $1.2M | 25k | 47.04 | |
| Health Catalyst (HCAT) | 0.8 | $1.1M | 160k | 7.07 | |
| Tarsus Pharmaceuticals (TARS) | 0.8 | $1.1M | 20k | 55.37 | |
| Silverback Therapeutics (SPRY) | 0.7 | $1.1M | 106k | 10.55 | |
| Blueprint Medicines (BPMC) | 0.7 | $1.1M | 13k | 87.22 | |
| Arcus Biosciences Incorporated (RCUS) | 0.7 | $1.0M | 70k | 14.89 | |
| Privia Health Group (PRVA) | 0.7 | $1.0M | 52k | 19.55 | |
| CVS Caremark Corporation (CVS) | 0.7 | $988k | 22k | 44.89 | |
| Legend Biotech Corp Spn Ads (LEGN) | 0.6 | $970k | 30k | 32.54 | |
| Astrazeneca Spn Adr (AZN) | 0.6 | $960k | 15k | 65.52 | |
| Clover Health Inv Com Cl A (CLOV) | 0.6 | $866k | 275k | 3.15 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $803k | 8.0k | 100.33 | |
| Inari Medical Ord | 0.5 | $774k | 15k | 51.05 | |
| Cigna Corp (CI) | 0.4 | $621k | 2.3k | 276.14 | |
| Iovance Biotherapeutics (IOVA) | 0.4 | $603k | 82k | 7.40 | |
| Biogen Idec (BIIB) | 0.4 | $589k | 3.9k | 152.92 | |
| Illumina (ILMN) | 0.4 | $584k | 4.4k | 133.63 | |
| Edwards Lifesciences (EW) | 0.4 | $581k | 7.9k | 74.03 | |
| Arvinas Ord (ARVN) | 0.4 | $578k | 30k | 19.17 | |
| Cogent Biosciences (COGT) | 0.4 | $576k | 74k | 7.80 | |
| Summit Therapeutics (SMMT) | 0.4 | $535k | 30k | 17.84 | |
| Engene Holdings (ENGN) | 0.4 | $525k | 79k | 6.65 | |
| Insmed (INSM) | 0.3 | $509k | 7.4k | 69.04 | |
| Rocket Pharmaceuticals (RCKT) | 0.3 | $505k | 40k | 12.57 | |
| Intra Cellular Therapies (ITCI) | 0.3 | $409k | 4.9k | 83.52 | |
| Roivant Sciences SHS (ROIV) | 0.3 | $408k | 35k | 11.83 | |
| Humana (HUM) | 0.3 | $401k | 1.6k | 253.71 | |
| Beigene Spn Adr (ONC) | 0.2 | $371k | 2.0k | 184.71 | |
| Olema Pharmaceuticals (OLMA) | 0.2 | $359k | 62k | 5.83 | |
| Bridgebio Pharma (BBIO) | 0.2 | $316k | 12k | 27.44 | |
| Medpace Hldgs (MEDP) | 0.2 | $276k | 830.00 | 332.23 | |
| Ptc Therapeutics I (PTCT) | 0.2 | $262k | 5.8k | 45.14 | |
| Turnstone Biologics Corp (TSBX) | 0.2 | $257k | 518k | 0.50 | |
| Ionis Pharmaceuticals (IONS) | 0.2 | $252k | 7.2k | 34.96 | |
| Vera Therapeutics Cl A (VERA) | 0.2 | $241k | 5.7k | 42.29 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.2 | $225k | 4.4k | 51.13 | |
| Geron Corporation (GERN) | 0.2 | $225k | 64k | 3.54 | |
| Ascendis Pharma As Spn Adr (ASND) | 0.1 | $220k | 1.6k | 137.67 | |
| Jazz Pharma Shs Usd (JAZZ) | 0.1 | $216k | 1.8k | 123.15 | |
| Revolution Medicines (RVMD) | 0.1 | $214k | 4.9k | 43.74 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $210k | 595.00 | 352.84 | |
| Springworks Therapeutics (SWTX) | 0.1 | $199k | 5.5k | 36.13 | |
| Viatris (VTRS) | 0.1 | $194k | 16k | 12.45 | |
| Novo-nordisk As Adr (NVO) | 0.1 | $189k | 2.2k | 86.02 | |
| Royalty Pharma Shs Class A (RPRX) | 0.1 | $184k | 7.2k | 25.51 | |
| Moderna (MRNA) | 0.1 | $181k | 4.4k | 41.58 | |
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $176k | 570.00 | 308.57 | |
| Incyte Corporation (INCY) | 0.1 | $173k | 2.5k | 69.07 | |
| Cargo Therapeutics (CRGX) | 0.1 | $123k | 8.5k | 14.42 | |
| Exelixis (EXEL) | 0.1 | $117k | 3.5k | 33.30 | |
| Axsome Therapeutics (AXSM) | 0.0 | $69k | 820.00 | 84.61 | |
| Io Biotech (IOBT) | 0.0 | $69k | 75k | 0.92 |
