Sectoral Asset Management Inc Top Holdings and 13F Report (2024) → The only financial event in 2024 that matters (From Porter & Company) (Ad) About Sectoral Asset Management IncInvestment ActivitySectoral Asset Management Inc has $254.38 million in total holdings as of March 31, 2024.Sectoral Asset Management Inc owns shares of 92 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 30.34% of the portfolio was purchased this quarter.About 28.12% of the portfolio was sold this quarter.This quarter, Sectoral Asset Management Inc has purchased 104 new stocks and bought additional shares in 25 stocks.Sectoral Asset Management Inc sold shares of 49 stocks and completely divested from 26 stocks this quarter.Largest Holdings LENZ THERAPEUTICS $23,863,513Eli Lilly and Company $19,966,343BOUNDLESS BIO INC $12,196,219UnitedHealth Group $11,464,673Merck & Co., Inc. $11,413,675 Largest New Holdings this Quarter LENZ THERAPEUTICS $23,863,513 HoldingBOUNDLESS BIO INC $12,196,219 HoldingZimmer Biomet $3,926,405 HoldingProgyny $2,899,400 HoldingCentene $2,668,320 Holding Largest Purchases this Quarter LENZ THERAPEUTICS 1,068,675 shares (about $23.86M)BOUNDLESS BIO INC 855,875 shares (about $12.20M)Zimmer Biomet 29,750 shares (about $3.93M)Regeneron Pharmaceuticals 3,240 shares (about $3.12M)Progyny 76,000 shares (about $2.90M) Largest Sales this Quarter Amgen 12,600 shares (about $3.58M)Vera Therapeutics 79,250 shares (about $3.42M)AbbVie 11,100 shares (about $2.02M)Biogen 8,860 shares (about $1.91M)ARS Pharmaceuticals 150,204 shares (about $1.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSectoral Asset Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLENZ THERAPEUTICS$23,863,513$23,863,513 ▲New Holding1,068,6759.4%COMLLYEli Lilly and Company$19,966,343$700,164 ▼-3.4%25,6657.8%MedicalBOUNDLESS BIO INC$12,196,219$12,196,219 ▲New Holding855,8754.8%COMUNHUnitedHealth Group$11,464,673$2,102,475 ▲22.5%23,1754.5%MedicalMRKMerck & Co., Inc.$11,413,675$923,650 ▲8.8%86,5004.5%MedicalABTAbbott Laboratories$7,984,388$142,075 ▲1.8%70,2483.1%MedicalJNJJohnson & Johnson$7,569,392$949,140 ▼-11.1%47,8503.0%MedicalMLYSMineralys Therapeutics$7,129,625$688,749 ▼-8.8%552,2562.8%MedicalREGNRegeneron Pharmaceuticals$6,809,617$3,118,468 ▲84.5%7,0752.7%MedicalABBVAbbVie$6,409,920$2,021,310 ▼-24.0%35,2002.5%MedicalBSXBoston Scientific$5,922,741$342,450 ▼-5.5%86,4762.3%MedicalTMOThermo Fisher Scientific$5,820,818$581,210 ▲11.1%10,0152.3%MedicalPFEPfizer$5,255,8500.0%189,4002.1%MedicalAMGNAmgen$4,573,287$3,582,432 ▼-43.9%16,0851.8%MedicalBMRNBioMarin Pharmaceutical$4,510,238$137,124 ▲3.1%51,6401.8%MedicalDXCMDexCom$4,493,880$416,100 ▲10.2%32,4001.8%MedicalDHRDanaher$4,426,287$686,730 ▲18.4%17,7251.7%Multi-Sector ConglomeratesZBHZimmer Biomet$3,926,405$3,926,405 ▲New Holding29,7501.5%MedicalARGXargenx$3,664,352$283,478 ▼-7.2%9,3071.4%MedicalIQVIQVIA$3,565,749$632,225 ▼-15.1%14,1001.4%MedicalMDTMedtronic$3,316,145$174,300 ▼-5.0%38,0511.3%MedicalPODDInsulet$3,102,340$882,710 ▲39.8%18,1001.2%MedicalVRTXVertex Pharmaceuticals$3,013,852$839,782 ▼-21.8%7,2101.2%MedicalCYTKCytokinetics$2,985,494$2,493,813 ▲507.2%42,5831.2%MedicalPGNYProgyny$2,899,400$2,899,400 ▲New Holding76,0001.1%MedicalGILDGilead Sciences$2,835,141$161,150 ▼-5.4%38,7051.1%MedicalALNYAlnylam Pharmaceuticals$2,758,847$624,701 ▼-18.5%18,4601.1%MedicalICLRICON Public$2,668,451$759,247 ▼-22.2%7,9431.0%MedicalCNCCentene$2,668,320$2,668,320 ▲New Holding34,0001.0%MedicalFOLDAmicus Therapeutics$2,603,898$757,159 ▲41.0%221,0441.0%MedicalNARIInari Medical$2,518,950$2,518,950 ▲New Holding52,5001.0%MedicalISRGIntuitive Surgical$2,434,449$2,434,449 ▲New Holding6,1001.0%MedicalSYKStryker$2,361,942$2,361,942 ▲New Holding6,6000.9%MedicalMLTXMoonLake Immunotherapeutics$2,325,398$818,247 ▲54.3%46,2950.9%MedicalGDRXGoodRx$2,279,100$305,300 ▼-11.8%321,0000.9%MedicalSRPTSarepta Therapeutics$2,238,493$550,205 ▼-19.7%17,2910.9%MedicalOPCHOption Care Health$2,146,5600.0%64,0000.8%MedicalSPRYARS Pharmaceuticals$2,089,346$1,535,085 ▼-42.4%204,4370.8%MedicalARVNArvinas$2,013,638$710,841 ▼-26.1%48,7800.8%MedicalVERAVera Therapeutics$1,936,131$3,417,260 ▼-63.8%44,9010.8%MedicalEYPTEyePoint Pharmaceuticals$1,908,668$231,091 ▲13.8%92,3400.8%MedicalATECAlphatec$1,875,440$1,875,440 ▲New Holding136,0000.7%MedicalITOSiTeos Therapeutics$1,827,296$1,174,267 ▼-39.1%133,9660.7%MedicalELVElevance Health$1,814,890$1,814,890 ▲New Holding3,5000.7%MedicalCOGTCogent Biosciences$1,772,064$1,772,064 ▲New Holding263,7000.7%MedicalRCUSArcus Biosciences$1,767,829$71,744 ▼-3.9%93,6350.7%MedicalAZNAstraZeneca$1,655,133$115,175 ▼-6.5%24,4300.7%MedicalHUMHumana$1,647,267$1,204,505 ▼-42.2%4,7510.6%MedicalSLRNAcelyrin$1,647,000$550,456 ▼-25.0%244,0000.6%MedicalOLMAOlema Pharmaceuticals$1,584,574$1,366,890 ▲627.9%139,9800.6%MedicalMRNAModerna$1,570,694$144,922 ▼-8.4%14,7400.6%MedicalBIIBBiogen$1,502,294$1,910,482 ▼-56.0%6,9670.6%MedicalEWEdwards Lifesciences$1,495,514$597,250 ▼-28.5%15,6500.6%MedicalEFFECTOR THERAPEUTIC$1,371,439$1,371,439 ▲New Holding95,3050.5%COMTURNSTONE BIOLOGICS$1,356,2380.0%517,6480.5%COMSMMTSummit Therapeutics$1,304,100$1,179,900 ▲950.0%315,0000.5%MedicalALTAltimmune$939,003$799,741 ▼-46.0%92,2400.4%MedicalVSTMVerastem$875,560$1,523,699 ▼-63.5%74,2000.3%MedicalILMNIllumina$862,370$43,942 ▼-4.8%6,2800.3%MedicalSNYSanofi$615,762$69,012 ▼-10.1%12,6700.2%MedicalASNDAscendis Pharma A/S$606,343$65,003 ▼-9.7%4,0110.2%MedicalUTHRUnited Therapeutics$596,123$50,538 ▼-7.8%2,5950.2%MedicalRPRXRoyalty Pharma$589,785$34,925 ▼-5.6%19,4200.2%FinancePCVXVaxcyte$580,635$30,740 ▲5.6%8,5000.2%MedicalNBIXNeurocrine Biosciences$578,574$34,480 ▼-5.6%4,1950.2%MedicalBGNEBeiGene$577,392$9,383 ▼-1.6%3,6920.2%MedicalAPLSApellis Pharmaceuticals$568,403$261,571 ▲85.2%9,6700.2%MedicalINCYIncyte$535,803$39,879 ▼-6.9%9,4050.2%MedicalMEDPMedpace$521,758$32,332 ▼-5.8%1,2910.2%MedicalROIVRoivant Sciences$521,277$137,020 ▲35.7%49,4570.2%MedicalBBIOBridgeBio Pharma$497,967$97,398 ▲24.3%16,1050.2%MedicalITCIIntra-Cellular Therapies$489,936$23,528 ▼-4.6%7,0800.2%MedicalJAZZJazz Pharmaceuticals$468,915$24,084 ▼-4.9%3,8940.2%MedicalINSMInsmed$445,502$70,809 ▲18.9%16,4210.2%MedicalIONSIonis Pharmaceuticals$437,835$156,927 ▲55.9%10,1000.2%MedicalBPMCBlueprint Medicines$418,333$184,029 ▲78.5%4,4100.2%MedicalRVMDRevolution Medicines$416,089$25,784 ▼-5.8%12,9100.2%MedicalRDYDr. Reddy's Laboratories$403,425$73,350 ▲22.2%5,5000.2%MedicalRCKTRocket Pharmaceuticals$398,981$68,158 ▲20.6%14,8100.2%MedicalALKSAlkermes$385,206$29,777 ▼-7.2%14,2300.2%MedicalBNTXBioNTech$325,181$18,450 ▼-5.4%3,5250.1%MedicalEXELExelixis$311,812$20,170 ▼-6.1%13,1400.1%MedicalMDGLMadrigal Pharmaceuticals$302,022$18,693 ▼-5.8%1,1310.1%MedicalSRRKScholar Rock$273,504$273,504 ▲New Holding15,4000.1%MedicalGPCRStructure Therapeutics$255,617$109,893 ▲75.4%5,9640.1%MedicalDNLIDenali Therapeutics$247,902$16,416 ▼-6.2%12,0810.1%MedicalNTLAIntellia Therapeutics$242,088$13,755 ▼-5.4%8,8000.1%MedicalHALOHalozyme Therapeutics$231,062$14,238 ▼-5.8%5,6800.1%MedicalARWRArrowhead Pharmaceuticals$219,705$14,300 ▼-6.1%7,6820.1%MedicalKYVERNA THERAPEUTICS$173,880$173,880 ▲New Holding7,0000.1%COMLEGNLegend Biotech$168,2700.0%3,0000.1%MedicalZLABZai Lab$32,040$32,040 ▼-50.0%2,0000.0%MedicalEWTXEdgewise Therapeutics$0$3,586,143 ▼-100.0%00.0%MedicalANNXAnnexon$0$2,955,136 ▼-100.0%00.0%MedicalFDMT4D Molecular Therapeutics$0$2,887,253 ▼-100.0%00.0%MedicalSTROSutro Biopharma$0$2,675,604 ▼-100.0%00.0%MedicalREPLReplimune Group$0$2,574,623 ▼-100.0%00.0%MedicalTVTXTravere Therapeutics$0$2,468,861 ▼-100.0%00.0%MedicalPMVPPMV Pharmaceuticals$0$2,126,554 ▼-100.0%00.0%MedicalPRVAPrivia Health Group$0$2,079,839 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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