CIK: 0001475373
申告総資産額
$4.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BAX | Baxter International INC | 株式-ヘルスケア | 9.19% | — | +11.70% | |
| 2 | ✓ | 株式-その他 | 9.19% | — | +2.67% | ||
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 8.80% | — | +11.05% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 7.99% | — | -27.89% | |
| 5 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 6.65% | — | -18.97% | |
| 6 | BIIB | Biogen INC | 株式-ヘルスケア | 5.93% | +0.47% | +163.29% | |
| 7 | IRWD | Ironwood Pharmaceuticals INC | 株式-その他 | 5.88% | — | +8.12% | |
| 8 | RVTY | Revvity INC | 株式-ヘルスケア | 5.60% | — | +4.17% | |
| 9 | IART | Integra Lifesciences Holding | 株式-その他 | 4.31% | — | +13.26% | |
| 10 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 4.27% | -0.08% | +4.11% | |
| 11 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 3.77% | — | +8.94% | |
| 12 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 3.76% | +2.69% | -52.65% | |
| 13 | CI | The Cigna Group | 株式-ヘルスケア | 3.38% | — | +3.95% | |
| 14 | ACH | Accendra Health INC | 株式-その他 | 3.09% | — | +4.22% | |
| 15 | MASI* | Masimo CORP | 株式-その他 | 3.07% | — | -3.41% | |
| 16 | CAH | Cardinal Health INC | 株式-ヘルスケア | 2.60% | -0.16% | -50.23% | |
| 17 | MODV | ModivCare Inc. | 株式-その他 | 2.07% | — | — | |
| 18 | THC | Tenet Healthcare CORP | 株式-ヘルスケア | 2.01% | — | -9.88% | |
| 19 | WCGEUR | Wellcare Health Plans INC | 株式-その他 | 2.01% | — | +15.39% | |
| 20 | ✓ | St Jude Med INC | 株式-その他 | 1.82% | — | — | |
| 21 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.64% | — | — | |
| 22 | MNTA | Momenta Pharmaceuticals INC | 株式-その他 | 1.62% | — | +20.98% | |
| 23 | CYH | Community Health Systems INC | 株式-その他 | 1.25% | — | +4.17% | |
| 24 | SPPIUSD | Spectrum Pharmaceuticals INC | 株式-その他 | 0.12% | — | +1.74% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BIIB | Biogen INC | +3.7% | +163.29% | 増加 |
| 2 | BAX | Baxter International INC | +1.7% | +11.70% | 増加 |
| 3 | ✓ | +1.6% | +2.67% | 増加 | |
| 4 | IART | Integra Lifesciences Holding | +0.8% | +13.26% | 増加 |
| 5 | VRTX | Vertex Pharmaceuticals INC | +0.8% | +8.94% | 増加 |
| 6 | RVTY | Revvity INC | +0.7% | +4.17% | 増加 |
| 7 | IRWD | Ironwood Pharmaceuticals INC | +0.7% | +8.12% | 増加 |
| 8 | LLY | Eli Lilly & Co | +0.5% | +11.05% | 増加 |
| 9 | ACH | Accendra Health INC | +0.3% | +4.22% | 増加 |
| 10 | CI | The Cigna Group | +0.2% | +3.95% | 増加 |
| 11 | BIO | Bio-rad Laboratories-a | +0.1% | +4.11% | 増加 |
| 12 | MNTA | Momenta Pharmaceuticals INC | +0.1% | +20.98% | 増加 |
| 13 | SPPIUSD | Spectrum Pharmaceuticals INC | — | +1.74% | 増加 |
| 14 | WCGEUR | Wellcare Health Plans INC | 0% | +15.39% | 増加 |
| 15 | MASI* | Masimo CORP | 0% | -3.41% | 減少 |
| 16 | CYH | Community Health Systems INC | -0.8% | +4.17% | 増加 |
| 17 | THC | Tenet Healthcare CORP | -0.9% | -9.88% | 減少 |
| 18 | BSX | Boston Scientific CORP | -1% | -18.97% | 減少 |
| 19 | CAH | Cardinal Health INC | -2.1% | -50.23% | 減少 |
| 20 | JNJ | Johnson & Johnson | -2.6% | -27.89% | 減少 |
| 21 | BMY | Bristol-myers Squibb Co | -3.4% | -52.65% | 減少 |
| 22 | SYK | Stryker CORP | — | EXIT | 全売却 |
| 23 | MODV | ModivCare Inc. | — | NEW | 新規購入 |
| 24 | ✓ | — | EXIT | 全売却 | |
| 25 | ✓ | St Jude Med INC | — | NEW | 新規購入 |
| 26 | MCK | Mckesson CORP | — | NEW | 新規購入 |
| 27 | MDCOUSD | Medicines Company | — | EXIT | 全売却 |