| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BAXTER INTL INC | 713,500 | 49,895,000 | 12.74% | ||
| 2 | LILLY ELI & CO | 374,247 | 31,246,000 | 7.98% | ||
| 3 | BOSTON SCIENTIFIC CORP | 1,764,000 | 31,223,000 | 7.97% | ||
| 4 | JOHNSON & JOHNSON | 287,800 | 28,049,000 | 7.16% | ||
| 5 | STRYKER CORP | 261,483 | 24,990,000 | 6.38% | ||
| 6 | PERKINELMER INC | 355,060 | 18,690,000 | 4.77% | ||
| 7 | BRISTOL MYERS SQUIBB CO | 279,400 | 18,591,000 | 4.75% | ||
| 8 | CARDINAL HEALTH INC | 209,400 | 17,516,000 | 4.47% | ||
| 9 | TENET HEALTHCARE CORP | 293,000 | 16,959,000 | 4.33% | ||
| 10 | IRONWOOD PHARMACEUTICALS INC COM CL A | 1,402,891 | 16,919,000 | 4.32% | ||
| 11 | BIO RAD LABS INC CL A | 105,400 | 15,874,000 | 4.05% | ||
| 12 | TEVA PHARMACEUTICAL INDS LTD | 262,000 | 15,484,000 | 3.95% | ||
| 13 | MEDICINES CO | 450,750 | 12,896,000 | 3.29% | ||
| 14 | INTEGRA LIFESCIENCES HLDGS CP COM NEW | 189,063 | 12,737,000 | 3.25% | ||
| 15 | CIGNA CORPORATION | 73,000 | 11,826,000 | 3.02% | ||
| 16 | MASIMO CORP COM | 272,623 | 10,561,000 | 2.70% | ||
| 17 | THORATEC LABS CORP | 229,300 | 10,220,000 | 2.61% | ||
| 18 | COMMUNITY HEALTH SYS INC NEW COM | 159,900 | 10,069,000 | 2.57% | ||
| 19 | VERTEX PHARMACEUT | 73,463 | 9,071,000 | 2.32% | ||
| 20 | RITE AID CORP | 1,062,800 | 8,874,000 | 2.27% | ||
| 21 | WELLCARE HEALTH PLANS INC COM | 98,445 | 8,351,000 | 2.13% | ||
| 22 | OWENS & MINOR INC NEW | 234,252 | 7,965,000 | 2.03% | ||
| 23 | Momenta Pharmaceuticals Inc | 140,440 | 3,203,000 | 0.82% | ||
| 24 | SPECTRUM PHARMACEUTICALS INC COM | 69,500 | 475,000 | 0.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-031642, filed 2015.08.13).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
