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Select Medical Technology and Devices Portfolio | FSMEXMutual Fund | |
| Select Medical Technology and Devices Portfolio | |
| Last update 2025-06-16 | 50 Stocks (0 new) |
| Value $4.97 Bil | Turnover 3 % |
Select Medical Technology and ... Top Holdings of 2025-02-28
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSX | Boston Scientific Corp | 7,000,000 | 726,530.0 | -5.41% | 14.620 | -0.69% | 0.470 | +10.17% | +15.54% | 152,678.9 | Medical Devices & Instruments | |
DHR | Danaher Corp | 2,260,000 | 469,537.6 | -11.72% | 9.450 | -1.36% | 0.320 | +8.71% | -10.48% | 146,604.9 | Medical Diagnostics & Research | |
TMO | Thermo Fisher Scientific Inc | 840,000 | 444,326.4 | -6.67% | 8.940 | -0.60% | 0.220 | -0.65% | -16.25% | 164,157.0 | Medical Diagnostics & Research | |
SYK | Stryker Corp | 1,060,000 | 409,361.4 | 0% | 8.240 | 0% | 0.280 | +11.42% | +8.65% | 148,837.9 | Medical Devices & Instruments | |
ISRG | Intuitive Surgical Inc | 714,000 | 409,229.1 | 0% | 8.230 | 0% | 0.200 | +3.74% | -1.90% | 183,531.7 | Medical Devices & Instruments | |
MASI | Masimo Corp | 1,320,000 | 249,176.4 | -1.49% | 5.010 | -0.07% | 2.430 | +5.91% | -1.40% | 8,837.2 | Medical Devices & Instruments | |
PEN | Penumbra Inc | 860,000 | 245,478.4 | -18.79% | 4.940 | -0.92% | 2.220 | -12.62% | +0.19% | 9,214.5 | Medical Devices & Instruments | |
ABT | Abbott Laboratories | 1,640,000 | 226,336.4 | -11.35% | 4.550 | -0.47% | 0.090 | +4.53% | +17.87% | 229,693.3 | Medical Devices & Instruments | |
PODD | Insulet Corp | 815,000 | 221,900.0 | 0% | 4.460 | 0% | 1.160 | +13.91% | +10.82% | 20,360.9 | Medical Devices & Instruments | |
VEEV | Veeva Systems Inc | 780,000 | 174,829.2 | 0% | 3.520 | 0% | 0.480 | +26.56% | +31.22% | 45,083.8 | Healthcare Providers & Services |
Select Medical Technology and Devices Portfolio's Historical Top Holdings Breakdowns
Select Medical Technology and Devices Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PODD | Insulet Corp | 2025-02-28 | Reduce Reduce | -3.77% | 256.44 ($272.42) 288.29 | $289.32 | 6.20% | Reduce -77.64% | 214,700 | -745,300 | |
DHR | Danaher Corp | 2025-02-28 | Reduce Reduce | -1.36% | 201.62 ($226.71) 250.59 | $204.85 | -9.64% | Reduce -11.72% | 2,260,000 | -300,000 | |
PHR | Phreesia Inc | 2025-02-28 | Add Add | +0.94% | 20.9 ($26.39) 30.01 | $26.72 | 1.25% | Add 5163.77% | 1,800,000 | 1,765,804 | |
PEN | Penumbra Inc | 2025-02-28 | Reduce Reduce | -0.92% | 237.23 ($259.25) 303.76 | $237.94 | -8.22% | Reduce -18.79% | 860,000 | -198,950 | |
VCYT | Veracyte Inc | 2025-02-28 | Add Add | +0.70% | 33.46 ($41.76) 46.14 | $27.08 | -35.15% | Add 224.4% | 1,444,439 | 999,181 | |
BSX | Boston Scientific Corp | 2025-02-28 | Reduce Reduce | -0.69% | 88.03 ($97.07) 106.18 | $103.20 | 6.32% | Reduce -5.41% | 7,000,000 | -400,000 | |
TMO | Thermo Fisher Scientific Inc | 2025-02-28 | Reduce Reduce | -0.60% | 516.18 ($544.74) 606.74 | $434.86 | -20.17% | Reduce -6.67% | 840,000 | -60,000 | |
EXAS | Exact Sciences Corp | 2025-02-28 | Add Add | +0.56% | 47.41 ($55.78) 64.14 | $51.91 | -6.94% | Add 35.33% | 2,260,000 | 590,000 | |
EW | Edwards Lifesciences Corp | 2025-02-28 | Reduce Reduce | -0.52% | 68.93 ($72.59) 76.19 | $78.05 | 7.52% | Reduce -29.96% | 900,000 | -385,000 | |
ABT | Abbott Laboratories | 2025-02-28 | Reduce Reduce | -0.47% | 111.1 ($121.37) 138.01 | $132.02 | 8.77% | Reduce -11.35% | 1,640,000 | -210,000 |
Select Medical Technology and Devices Portfolio Total Holding History ($B)
Select Medical Technology and Devices Portfolio's Asset Allocation
Select Medical Technology and Devices Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Select Medical Technology and Devices Portfolio's Hypothetical Growth since 2025-02-28
Select Medical Technology and Devices Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Select Medical Technology and Devices Portfolio's Holdings Heat Map
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Select Medical Technology and Devices Portfolio's Holdings Bubble Chart
Select Medical Technology and Devices Portfolio News
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