SECTORAL ASSET MANAGEMENT INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SA SECTORAL ASSET MANAGEMENT INC | Institutional Filer | ▼ 3.23% | $120.7M | 77 |
Current Portfolio Holdings
Showing all 77 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | EVMN | Evommune, Inc. | — | 589K | $13.5M | 11.22% |
| 2 | CTNM | Contineum Therapeutics, Inc. Class A Common Stock | Healthcare | 728K | $9.5M | 7.87% |
| 3 | SI | Shoulder Innovations, Inc. | Healthcare | 430K | $6.3M | 5.18% |
| 4 | LLY | Eli Lilly and Company | Healthcare | 6K | $5.8M | 4.84% |
| 5 | JNJ | Johnson & Johnson | Healthcare | 18K | $4.5M | 3.69% |
| 6 | GILD | Gilead Sciences, Inc. | Healthcare | 27K | $4.1M | 3.42% |
| 7 | UNH | UnitedHealth Group Incorporated | Healthcare | 15K | $4.0M | 3.35% |
| 8 | AMGN | Amgen Inc. | Healthcare | 9K | $3.5M | 2.91% |
| 9 | VRTX | Vertex Pharmaceuticals Incorporated | Healthcare | 7K | $3.5M | 2.86% |
| 10 | INSM | Insmed Incorporated | Healthcare | 20K | $3.4M | 2.80% |
| 11 | ARGX | argenx SE | Healthcare | 4K | $2.7M | 2.27% |
| 12 | ABBV | AbbVie Inc. | Healthcare | 12K | $2.7M | 2.20% |
| 13 | ABT | Abbott Laboratories | Healthcare | 26K | $2.6M | 2.18% |
| 14 | MRK | Merck & Co., Inc. | Healthcare | 21K | $2.6M | 2.14% |
| 15 | REGN | Regeneron Pharmaceuticals, Inc. | Healthcare | 3K | $2.5M | 2.06% |
Showing 1 to 15 of 77 holdings