INTEGRAL HEALTH ASSET MANAGEMENT, LLC
INTEGRAL HEALTH ASSET MANAGEMENT, LLC runs INTEGRAL HEALTH ASSET MANAGEMENT, LLC and currently holds 92 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.53B. Their top holdings are RVMD, INSM, CYTK, CVS, EWTX. The top five represent 30.9% of reported portfolio weight. INTEGRAL HEALTH ASSET MANAGEMENT, LLC ranks #231 out of 1000 investors tracked by Alpha Score. In the most recent quarter, INTEGRAL HEALTH ASSET MANAGEMENT, LLC initiated 21 new positions. They added to 26 existing positions. They trimmed 19 positions. Their current best-performing preview position is QURE with returns of +181.71%.
92 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
RVMD REVOLUTION MEDICINES INC | 11.10% | $71.84 | $209.46 | +191.56% | Held |
INSM INSMED INC | 6.74% | $62.17 | $125.77 | +102.30% | Added +6.67% |
CYTK CYTOKINETICS INC | 5.38% | $54.15 | $76.84 | +41.90% | Held |
CVS CVS HEALTH CORP | 4.49% | $98.55 | $93.02 | -5.62% | Added +633.33% |
EWTX EDGEWISE THERAPEUTICS INC | 3.21% | $24.60 | $44.18 | +79.59% | Added +25.00% |
VERA VERA THERAPEUTICS INC | 2.97% | $38.66 | $32.28 | -16.52% | Added +9.38% |
AXSM AXSOME THERAPEUTICS INC. | 2.90% | $235.93 | $207.77 | -11.94% | Added +757.14% |
CAH CARDINAL HEALTH INC | 2.81% | $193.81 | $229.51 | +18.42% | Added +11.11% |
ROIV ROIVANT SCIENCES LTD | 2.80% | $21.17 | $36.30 | +71.47% | Held |
RYTM RHYTHM PHARMACEUTICALS INC | 2.41% | $93.08 | $109.95 | +18.13% | Trimmed -8.33% |
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