| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SHIRE PLC | 94,146 | 16,041,000 | 6.63% | ||
| 2 | HealthSouth Corp | 239,404 | 9,873,000 | 4.08% | ||
| 3 | ST JUDE | 120,777 | 9,685,000 | 4.00% | ||
| 4 | ABBOTT LABS | 232,449 | 8,928,000 | 3.69% | ||
| 5 | UNITEDHEALTH GROUP INC | 53,156 | 8,507,000 | 3.52% | ||
| 6 | HOLOGIC INC | 199,958 | 8,022,000 | 3.31% | ||
| 7 | BECTON DICKINSON & CO | 47,000 | 7,781,000 | 3.22% | ||
| 8 | ALLERGAN PLC | 36,716 | 7,711,000 | 3.19% | ||
| 9 | BOSTON SCIENTIFIC CORP | 332,198 | 7,185,000 | 2.97% | ||
| 10 | STRYKER CORP | 58,815 | 7,047,000 | 2.91% | ||
| 11 | WALGREENS BOOTS ALLIANCE INC | 79,964 | 6,618,000 | 2.73% | ||
| 12 | EXPRESS SCRIPTS HLDG CO | 96,127 | 6,613,000 | 2.73% | ||
| 13 | CENCORA | 83,540 | 6,532,000 | 2.70% | ||
| 14 | HILL ROM HLDGS INC | 111,335 | 6,250,000 | 2.58% | ||
| 15 | MCKESSON CORP | 43,272 | 6,078,000 | 2.51% | ||
| 16 | BARD C R INC | 24,627 | 5,533,000 | 2.29% | ||
| 17 | DAVITA INC | 84,039 | 5,395,000 | 2.23% | ||
| 18 | Wright Medical Group NV | 229,777 | 5,280,000 | 2.18% | ||
| 19 | AETNA INC NEW | 41,843 | 5,189,000 | 2.14% | ||
| 20 | THERMO FISHER SCIENTIFIC INC | 36,486 | 5,148,000 | 2.13% | ||
| 21 | MALLINCKRODT PUB LTD CO SHS | 99,128 | 4,939,000 | 2.04% | ||
| 22 | PFIZER INC | 139,100 | 4,518,000 | 1.87% | ||
| 23 | CELGENE CORP | 35,480 | 4,107,000 | 1.70% | ||
| 24 | ANTHEM INC | 28,100 | 4,040,000 | 1.67% | ||
| 25 | CVS HEALTH CORP | 46,500 | 3,669,000 | 1.52% | ||
| 26 | CENTENE CORP DEL | 63,676 | 3,598,000 | 1.49% | ||
| 27 | ENVISION HEALTHCARE CORP | 55,900 | 3,538,000 | 1.46% | ||
| 28 | CARDINAL HEALTH INC | 49,100 | 3,534,000 | 1.46% | ||
| 29 | GLAXOSMITHKLINE PLC | 86,400 | 3,327,000 | 1.37% | ||
| 30 | HENRY SCHEIN INC | 21,200 | 3,216,000 | 1.33% | ||
| 31 | PENUMBRA INC COM | 49,500 | 3,158,000 | 1.30% | ||
| 32 | CIGNA CORPORATION | 23,150 | 3,088,000 | 1.28% | ||
| 33 | LILLY ELI & CO | 38,100 | 2,802,000 | 1.16% | ||
| 34 | HCA HOLDINGS INC | 37,100 | 2,746,000 | 1.13% | ||
| 35 | BIOGEN INC | 9,532 | 2,703,000 | 1.12% | ||
| 36 | VANECK VECTORS ETF TR | 24,650 | 2,652,000 | 1.10% | ||
| 37 | MYLAN N V | 66,200 | 2,526,000 | 1.04% | ||
| 38 | AERIE PHARMACEUTICALS INC | 62,630 | 2,371,000 | 0.98% | ||
| 39 | AKORN INC | 105,900 | 2,312,000 | 0.96% | ||
| 40 | ZIMMER BIOMET HLDGS INC | 21,364 | 2,205,000 | 0.91% | ||
| 41 | FLUIDIGM CORP DEL | 3,161,000 | 2,183,000 | 0.90% | ||
| 42 | INCYTE | 20,200 | 2,025,000 | 0.84% | ||
| 43 | JAZZ PHARMACEUTICALS PLC SHS USD | 16,400 | 1,788,000 | 0.74% | ||
| 44 | CATALENT INC | 59,008 | 1,591,000 | 0.66% | ||
| 45 | ACADIA HEALTHCARE COMPANY IN | 44,800 | 1,483,000 | 0.61% | ||
| 46 | CHARLES RIV LABS INTL INC | 18,488 | 1,409,000 | 0.58% | ||
| 47 | LABORATORY CORP AMER HLDGS | 10,912 | 1,401,000 | 0.58% | ||
| 48 | AMICUS THERAPEUTICS INC | 225,300 | 1,120,000 | 0.46% | ||
| 49 | STERIS PLC SHS USD | 16,600 | 1,119,000 | 0.46% | ||
| 50 | EDWARDS LIFESCIENCES CORP | 10,600 | 993,000 | 0.41% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633055-17-000002, filed 2017.02.15).
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.
