SECTORAL ASSET MANAGEMENT INC
77 holdingsFiling period: 2026-03-31Current AUM: $125.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EVMN | EVOMMUNE INC | 589.0K | $13.5M | $6.6M | 5.28% | -- | 2026-03-31 |
| 2 | CTNM | CONTINEUM THERAPEUTICS | 727.6K | $9.5M | $11.3M | 8.98% | -73,200 | 2026-03-31 |
| 3 | SI | SHOULDER INNOVATIONS | 430.4K | $6.3M | $9.8M | 7.80% | -62,028 | 2026-03-31 |
| 4 | LLY | ELI LILLY & CO | 6.4K | $5.8M | $7.3M | 5.81% | -922 | 2026-03-31 |
| 5 | JNJ | JOHNSON & JOHNSON | 18.2K | $4.5M | $4.7M | 3.72% | -2,082 | 2026-03-31 |
| 6 | GILD | GILEAD SCIENCES INC | 27.5K | $4.1M | $3.9M | 3.07% | +9.6K | 2026-03-31 |
| 7 | UNH | UNITEDHEALTH GRP INC | 15.0K | $4.0M | $6.2M | 4.94% | +1.4K | 2026-03-31 |
| 8 | AMGN | AMGEN INC | 9.2K | $3.5M | $3.8M | 3.06% | -3,860 | 2026-03-31 |
| 9 | VRTX | VERTEX PHARMA | 7.0K | $3.5M | $3.7M | 2.94% | -998 | 2026-03-31 |
| 10 | INSM | INSMED INC | 19.7K | $3.4M | $2.0M | 1.62% | +8.5K | 2026-03-31 |
| 11 | ARGX | ARGENX SE | 3.6K | $2.7M | $3.2M | 2.55% | +670 | 2026-03-31 |
| 12 | ABBV | ABBVIE INC | 12.2K | $2.7M | $3.1M | 2.44% | -4,600 | 2026-03-31 |
| 13 | ABT | ABBOTT LABS | 25.6K | $2.6M | $2.7M | 2.15% | +2.1K | 2026-03-31 |
| 14 | MRK | MERCK & CO INC | 21.5K | $2.6M | $2.8M | 2.23% | +80 | 2026-03-31 |
| 15 | REGN | REGENERON PHARMCTCLS | 2.9K | $2.5M | $2.4M | 1.95% | -796 | 2026-03-31 |
| 16 | ISRG | INTUITIVE SURGIC INC | 5.3K | $2.4M | $1.9M | 1.48% | +400 | 2026-03-31 |
| 17 | BSX | BOSTON SCIENTIFIC | 34.8K | $2.2M | $1.6M | 1.29% | +7.2K | 2026-03-31 |
| 18 | BNTX | BIONTECH SE | 22.2K | $2.0M | $2.1M | 1.66% | +4.9K | 2026-03-31 |
| 19 | SYK | STRYKER CORP | 5.9K | $1.9M | $1.9M | 1.52% | -676 | 2026-03-31 |
| 20 | DHR | DANAHER CORP | 9.6K | $1.8M | $1.9M | 1.49% | -978 | 2026-03-31 |
| 21 | TMO | THERMO FISHER SCIENTIFIC | 3.5K | $1.7M | $2.0M | 1.60% | -392 | 2026-03-31 |
| 22 | DXCM | DEXCOM INC | 23.2K | $1.5M | $1.9M | 1.54% | -5,469 | 2026-03-31 |
| 23 | IQV | IQVIA HOLDINGS INC | 8.3K | $1.4M | $2.0M | 1.55% | -- | 2026-03-31 |
| 24 | SMMT | SUMMIT THERAPEUTICS | 69.6K | $1.4M | $961K | 0.77% | -10,010 | 2026-03-31 |
| 25 | EW | EDWARDS LIFESCIENCES | 17.3K | $1.4M | $1.5M | 1.19% | +88 | 2026-03-31 |
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