| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LILLY ELI & CO | 771,390 | 55,548,000 | 11.43% | ||
| 2 | BAXTER INTL INC | 1,217,830 | 50,028,000 | 10.30% | ||
| 3 | BOSTON SCIENTIFIC CORP | 1,766,250 | 33,223,000 | 6.84% | ||
| 4 | IRONWOOD PHARMACEUTICALS INC COM CL A | 2,486,757 | 27,205,000 | 5.60% | ||
| 5 | ST JUDE | 473,514 | 26,043,000 | 5.36% | ||
| 6 | PERKINELMER INC | 499,030 | 24,682,000 | 5.08% | ||
| 7 | SHIRE PLC | 135,680 | 23,323,000 | 4.80% | ||
| 8 | MERCK & CO INC | 434,160 | 22,971,000 | 4.73% | ||
| 9 | BIOGEN INC | 81,910 | 21,323,000 | 4.39% | ||
| 10 | BRISTOL MYERS SQUIBB CO | 328,740 | 21,000,000 | 4.32% | ||
| 11 | INTEGRA LIFESCIENCES HLDGS CP COM NEW | 301,457 | 20,306,000 | 4.18% | ||
| 12 | BIO RAD LABS INC CL A | 132,764 | 18,151,000 | 3.74% | ||
| 13 | MEDIVATION INC | 385,923 | 17,745,000 | 3.65% | ||
| 14 | VERTEX PHARMACEUT | 208,243 | 16,553,000 | 3.41% | ||
| 15 | PATTERSON COS INC | 331,264 | 15,414,000 | 3.17% | ||
| 16 | BAXALTA INC | 356,310 | 14,395,000 | 2.96% | ||
| 17 | MCKESSON CORP | 88,640 | 13,939,000 | 2.87% | ||
| 18 | CIGNA CORPORATION | 99,610 | 13,670,000 | 2.81% | ||
| 19 | MASIMO CORP COM | 318,463 | 13,324,000 | 2.74% | ||
| 20 | OWENS & MINOR INC NEW | 221,252 | 8,943,000 | 1.84% | ||
| 21 | WELLCARE HEALTH PLANS INC COM | 92,115 | 8,544,000 | 1.76% | ||
| 22 | Momenta Pharmaceuticals Inc | 780,313 | 7,210,000 | 1.48% | ||
| 23 | UNITED THERAPEUTICS | 60,204 | 6,709,000 | 1.38% | ||
| 24 | TENET HEALTHCARE CORP | 178,490 | 5,164,000 | 1.06% | ||
| 25 | SPECTRUM PHARMACEUTICALS INC COM | 79,600 | 506,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001475373-16-000004, filed 2016.05.27). and New Holdings filing (0001475373-17-000003, filed 2017.03.03).
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.
