| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JOHNSON & JOHNSON | 420,100 | 39,216,000 | 10.62% | ||
| 2 | LILLY ELI & CO | 365,947 | 30,626,000 | 8.29% | ||
| 3 | BOSTON SCIENTIFIC CORP | 1,731,900 | 28,420,000 | 7.69% | ||
| 4 | BAXALTA INC | 892,200 | 28,113,000 | 7.61% | ||
| 5 | BAXTER INTL INC | 839,400 | 27,574,000 | 7.47% | ||
| 6 | BRISTOL MYERS SQUIBB CO | 448,800 | 26,569,000 | 7.19% | ||
| 7 | IRONWOOD PHARMACEUTICALS INC COM CL A | 1,826,191 | 19,029,000 | 5.15% | ||
| 8 | PERKINELMER INC | 390,360 | 17,941,000 | 4.86% | ||
| 9 | CARDINAL HEALTH INC | 227,900 | 17,507,000 | 4.74% | ||
| 10 | BIO RAD LABS INC CL A | 115,100 | 15,459,000 | 4.19% | ||
| 11 | INTEGRA LIFESCIENCES HLDGS CP COM NEW | 218,463 | 13,009,000 | 3.52% | ||
| 12 | CIGNA CORPORATION | 86,600 | 11,693,000 | 3.17% | ||
| 13 | MASIMO CORP COM | 298,023 | 11,492,000 | 3.11% | ||
| 14 | VERTEX PHARMACEUT | 107,063 | 11,150,000 | 3.02% | ||
| 15 | TENET HEALTHCARE CORP | 286,400 | 10,574,000 | 2.86% | ||
| 16 | OWENS & MINOR INC NEW | 320,752 | 10,245,000 | 2.77% | ||
| 17 | STRYKER CORP | 97,083 | 9,136,000 | 2.47% | ||
| 18 | BIOGEN INC | 28,600 | 8,346,000 | 2.26% | ||
| 19 | RITE AID CORP | 1,280,500 | 7,773,000 | 2.10% | ||
| 20 | COMMUNITY HEALTH SYS INC NEW COM | 176,600 | 7,553,000 | 2.04% | ||
| 21 | WELLCARE HEALTH PLANS INC COM | 86,545 | 7,458,000 | 2.02% | ||
| 22 | Momenta Pharmaceuticals Inc | 350,920 | 5,759,000 | 1.56% | ||
| 23 | MEDICINES CO | 112,755 | 4,280,000 | 1.16% | ||
| 24 | SPECTRUM PHARMACEUTICALS INC COM | 74,700 | 447,000 | 0.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001475373-15-000002, filed 2015.11.16).
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.
