PH

PFM Health Sciences, LP

13F
PFM Health Sciences, LP
Last update 2024-11-15 73 Stocks (12 new)
Value $1.73 Bil Turnover 7 %
Countries:
Top Holdings: LLY(15.30%)THC(5.67%)CYTK(5.37%)ABBV(4.61%)VRTX(4.00%)
Summary Stock Picks Current Portfolio
PFM Health Sciences, LP Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LLY 		Eli Lilly and Co
298,643
264,579.8
0%
15.300
0%
0.030
-20.74%
-5.99%
652,651.4
Drug Manufacturers
THC 		Tenet Healthcare Corp
589,409
97,959.8
0%
5.670
0%
0.620
-19.08%
+3.67%
12,444.4
Healthcare Providers & Services
CYTK 		Cytokinetics Inc
1,757,192
92,779.7
0%
5.370
0%
1.490
-16.12%
-2.76%
5,398.0
Biotechnology
ABBV 		AbbVie Inc
403,861
79,754.5
0%
4.610
0%
0.020
-8.16%
-2.54%
303,170.6
Drug Manufacturers
VRTX 		Vertex Pharmaceuticals Inc
148,852
69,228.1
0%
4.000
0%
0.060
-15.39%
+4.79%
108,677.4
Biotechnology
ISRG 		Intuitive Surgical Inc
137,327
67,464.6
0%
3.900
0%
0.040
+25.10%
+13.54%
211,086.2
Medical Devices & Instruments
MRK 		Merck & Co Inc
542,811
61,641.6
-8.96%
3.560
-0.34%
0.020
-10.06%
-1.57%
247,701.9
Drug Manufacturers
HCA 		HCA Healthcare Inc
124,840
50,738.7
0%
2.930
0%
0.050
-23.46%
+3.43%
78,636.1
Healthcare Providers & Services
UHS 		Universal Health Services Inc
213,983
49,004.3
0%
2.830
0%
0.320
-21.00%
+3.00%
12,190.5
Healthcare Providers & Services
MCK 		McKesson Corp
97,498
48,205.0
0%
2.790
0%
0.080
+16.61%
+3.98%
75,220.9
Medical Distribution

PFM Health Sciences, LP's Historical Top Holdings Breakdowns

PFM Health Sciences, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HZNP Unlock Delisted Horizon Therapeutics PLC2023-09-30Sold Out
-4.41%
●
98.98 ($107.45) 115.74
$116.30
8.24%
Sold Out
0
-1,091,840
VRTX 		Vertex Pharmaceuticals Inc2023-12-31New Buy
+3.76%
●
343 ($369.42) 410.68
$422.00
14.23%
New holding
148,852
148,852
SGEN Unlock Delisted Seagen Inc2023-12-31Sold Out
-2.89%
●
211.74 ($216.64) 228.9
$228.74
5.59%
Sold Out
0
-281,617
CAH 		Cardinal Health Inc2023-12-31Sold Out
-2.68%
●
86.38 ($99.22) 108.05
$126.27
27.26%
Sold Out
0
-639,783
KRTX Unlock Delisted Karuna Therapeutics Inc2024-03-31Sold Out
-2.56%
●
313.42 ($317.5) 329.83
$329.83
3.88%
Sold Out
0
-130,293
UNH 		UnitedHealth Group Inc2023-12-31Reduce
-2.36%
●
509.47 ($533.34) 552.97
$509.76
-4.42%
Reduce -83.32%
19,361
-96,706
BIIB 		Biogen Inc2023-12-31Sold Out
-2.32%
●
222.59 ($245.62) 267.94
$140.55
-42.78%
Sold Out
0
-186,635
PEN 		Penumbra Inc2023-09-30Reduce
-2.27%
●
240.69 ($277.67) 338.77
$263.69
-5.03%
Reduce -46.56%
192,406
-167,624
BIIB 		Biogen Inc2023-06-30New Buy
+2.22%
●
275.25 ($297.54) 318.06
$140.55
-52.76%
New holding
198,334
198,334
IRTC 		iRhythm Technologies Inc2023-12-31Sold Out
-2.21%
●
72.43 ($87.15) 109.01
$108.33
24.30%
Sold Out
0
-485,468

PFM Health Sciences, LP Total Holding History ($B)

To

PFM Health Sciences, LP's Asset Allocation

To

PFM Health Sciences, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PFM Health Sciences, LP's Hypothetical Growth since 2024-09-30

PFM Health Sciences, LP's Yearly Returns

Year Portfolio % % Excess Gain %

PFM Health Sciences, LP's Holdings Heat Map

Size field:

PFM Health Sciences, LP's Holdings Bubble Chart

PFM Health Sciences, LP News

  • 1

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