Long-term investor
Sectoral Asset Management Inc. @sectoralassetmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001274413).
Record
- Tracked since 2025-06-30 (477 days), 155 trades recorded
- Returns: week n/a · month n/a · 90 days -8.6% · 6 months -1.0% · 1 year +39.9% · all +39.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CTNM · 8.3% · long · since 2025-06-30
- SI · 6.1% · long · since 2025-09-30
- LLY · 5.3% · long · since 2025-06-30
- UNH · 3.8% · long · since 2025-06-30
- JNJ · 3.2% · long · since 2025-06-30
- ORKA · 2.8% · long · since 2026-06-30
- BNTX · 2.7% · long · since 2025-06-30
- DFTX · 2.6% · long · since 2026-06-30
- DXCM · 2.4% · long · since 2025-06-30
- RCUS · 2.4% · long · since 2025-06-30
- AMGN · 2.3% · long · since 2025-06-30
- SMMT · 2.2% · long · since 2025-06-30