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Sectoral Asset Management INC

Portfolio Manager
Sectoral Asset Management INC
Performance
+1.37% (2026 Q1)
AUM (13F)
$120.73M
# of Holdings
77
Performance Rank
Allocation (Top 20)
67.6%

Sectoral Asset Management INC Holdings Map

Top 50 Sectoral Asset Management INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
EVMN
EVOMMUNE INC
11.22%589.0K$13.5M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 589.0K shares2026-Q1: 589.0K shares
$17.12(-24.30%)
2026-03-31
CTNM
CONTINEUM THERAPEUTICS
7.87%727.6K$9.5M
-9.14%(-73.20K)
2025-Q1: 800.8K shares2025-Q2: 800.8K shares2025-Q3: 800.8K shares2025-Q4: 800.8K shares2026-Q1: 727.6K shares
$17.61(-14.25%)
2026-03-31
SI
SHOULDER INNOVATIONS
5.18%430.4K$6.3M
-12.60%(-62.03K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 430.3K shares2025-Q4: 492.4K shares2026-Q1: 430.4K shares
$12.66(+68.00%)
2026-03-31
LLY
ELI LILLY & CO
4.84%6.4K$5.8M
-12.67%(-922)
2025-Q1: 9.4K shares2025-Q2: 9.0K shares2025-Q3: 9.4K shares2025-Q4: 7.3K shares2026-Q1: 6.4K shares
$312.25(+288.76%)
2026-03-31
JNJ
JOHNSON & JOHNSON
3.69%18.2K$4.5M
-10.26%(-2.08K)
2025-Q1: 21.8K shares2025-Q2: 19.3K shares2025-Q3: 15.3K shares2025-Q4: 20.3K shares2026-Q1: 18.2K shares
$168.57(+56.05%)
2026-03-31
GILD
GILEAD SCIENCES INC
3.42%27.5K$4.1M
+53.70%(+9.61K)
2025-Q1: 32.0K shares2025-Q2: 19.7K shares2025-Q3: 19.6K shares2025-Q4: 17.9K shares2026-Q1: 27.5K shares
$92.29(+42.24%)
2026-03-31
UNH
UNITEDHEALTH GRP INC
3.35%15.0K$4.0M
+10.02%(+1.36K)
2025-Q1: 12.9K shares2025-Q2: 16.7K shares2025-Q3: 13.5K shares2025-Q4: 13.6K shares2026-Q1: 15.0K shares
$374.84(+13.48%)
2026-03-31
AMGN
AMGEN INC
2.91%9.2K$3.5M
-29.53%(-3.86K)
2025-Q1: 10.4K shares2025-Q2: 11.3K shares2025-Q3: 10.3K shares2025-Q4: 13.1K shares2026-Q1: 9.2K shares
$270.95(+38.09%)
2026-03-31
VRTX
VERTEX PHARMA
2.86%7.0K$3.5M
-12.47%(-998)
2025-Q1: 4.7K shares2025-Q2: 6.9K shares2025-Q3: 7.7K shares2025-Q4: 8.0K shares2026-Q1: 7.0K shares
$363.21(+45.38%)
2026-03-31
INSM
INSMED INC
2.8%19.7K$3.4M
+75.89%(+8.49K)
2025-Q1: 15.2K shares2025-Q2: 14.9K shares2025-Q3: 13.4K shares2025-Q4: 11.2K shares2026-Q1: 19.7K shares
$102.73(+8.63%)
2026-03-31

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