Allocation by class
Portfolio Concentration
Top 3 weight
9.1%
Top 10 weight
25.1%
Voting Authority Distribution
Total shares with voting rights: 17.53M
Full voting authority
17.53M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED HEALTH GROUP INCSOLE | COM | 93.60K | SH | $38.90M 3.67% | 93.60K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 279.37K | SH | $28.90M 2.73% | 279.37K | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | ORD | 151.50K | SH | $28.48M 2.69% | 151.50K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 213.50K | SH | $27.43M 2.59% | 213.50K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 22.32K | SH | $26.77M 2.53% | 22.32K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 96.78K | SH | $24.35M 2.30% | 96.78K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 997.08K | SH | $23.74M 2.24% | 997.08K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 260K | SH | $23.52M 2.22% | 260K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 178.25K | SH | $22.52M 2.13% | 178.25K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 87.44K | SH | $21.07M 1.99% | 87.44K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 94.85K | SH | $20.49M 1.93% | 94.85K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 65K | SH | $20.46M 1.93% | 65K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 450.50K | SH | $19.23M 1.81% | 450.50K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 72.50K | SH | $18.41M 1.74% | 72.50K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 115K | SH | $17.25M 1.63% | 115K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 27.39K | SH | $17.08M 1.61% | 27.39K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 119K | SH | $16.63M 1.57% | 119K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 290.50K | SH | $16.62M 1.57% | 290.50K | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 684.25K | SH | $16.60M 1.57% | 684.25K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 61.05K | SH | $16.57M 1.56% | 61.05K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 139.21K | SH | $16.30M 1.54% | 139.21K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 151.96K | SH | $16.20M 1.53% | 151.96K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 85.20K | SH | $15.94M 1.50% | 85.20K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 31.58K | SH | $15.83M 1.49% | 31.58K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 244K | SH | $15.66M 1.48% | 244K | 0.00 | 0.00 |