Portfolio Diversification
Range
Most Diversified
20 instruments
July 7, 2023
Least Diversified
10 instruments
July 1, 2025
Average
17.9 instruments
Most Consistent Holdings
Top 5
MRK100%
ROG.ZU100%
BDX100%
AZN.L100%
DXCM100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Eli Lilly (LLY) | 12.24% | 8.35% | 99.76% | - |
 Novo-Nordisk (NVO) | 9.69% | 4.07% | 100% | - |
| Merck (MRK) | 9.47% | 5.94% | 100% | - |
| AstraZeneca (AZN.L) | 6.58% | 4.78% | 100% | - |
 Abbott (ABT) | 6.4% | 5.4% | 99.92% | - |
| DexCom (DXCM) | 5.33% | 7.57% | 100% | - |
 Medtronic (MDT.US) | 4.87% | 5.24% | 99.92% | - |
 Insulet (PODD) | 4.14% | 6.3% | 100% | - |
 Sanofi (SAN.PA) | 3.99% | 3.43% | 99.92% | - |
| Roche (ROG.ZU) | 3.88% | 3.87% | 100% | - |
| BD (BDX) | 3.64% | 3.67% | 100% | - |
 Johnson & Johnson (JNJ) | 3.53% | 5.78% | 67.12% | - |
 Tandem Diabetes (TNDM) | 2.94% | 2.27% | 99.92% | - |
 Bayer (BAYN.DE) | 2.84% | 0% | 56.11% | 1/3/2024 |
 Bristol-Myers Squibb (BMY) | 2.71% | 3.96% | 58.1% | - |
 Neurocrine Biosciences (NBIX) | 2.16% | 5.42% | 43.66% | - |
 Ascendis Pharma (ASND) | 2.11% | 5.33% | 43.81% | - |
 MannKind (MNKD) | 2.1% | 2.48% | 61.45% | - |
 Alkermes (ALKS) | 2.04% | 4.48% | 43.74% | - |
 Halozyme (HALO) | 1.97% | 4.49% | 41.34% | - |
 Rhythm Pharmaceuticals (RYTM) | 1.5% | 0% | 29.37% | 1/8/2025 |
 Almirall (ALM.MC) | 1.27% | 0% | 56.11% | 1/3/2024 |
 GlaxoSmithKline (GSK) | 1.22% | 0% | 29.37% | 1/8/2025 |
 Sandoz (SDZNY) | 0.73% | 0% | 16.68% | 8/1/2024 |
 Pfizer (PFE) | 0.69% | 5.14% | 14.37% | - |
 GSK (GSK.L) | 0.55% | 0% | 14.13% | 1/3/2024 |
 Lexicon Pharmaceuticals (LXRX) | 0.31% | 0% | 14.21% | 1/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Insulet (PODD) | 7.29% | 8% |
| Rhythm Pharmaceuticals (RYTM) | 5.18% | 6.48% |
| Bristol-Myers Squibb (BMY) | 6.58% | 6.19% |
| Johnson & Johnson (JNJ) | 6.93% | 6.11% |
| Eli Lilly (LLY) | 2.07% | 5.63% |
| Alkermes (ALKS) | 5.57% | 5.59% |
| Medtronic (MDT.US) | 6.52% | 5.28% |
| Neurocrine Biosciences (NBIX) | 5.22% | 5.26% |
| Abbott (ABT) | 5.49% | 5.19% |
| Ascendis Pharma (ASND) | 4.66% | 4.97% |
| Halozyme (HALO) | 5.61% | 4.76% |
| BD (BDX) | 5.19% | 4.51% |
| Merck (MRK) | 3.88% | 4.48% |
| DexCom (DXCM) | 6.5% | 4.43% |
| Roche (ROG.ZU) | 5.55% | 4.24% |
| Sanofi (SAN.PA) | 4.54% | 4.23% |
| AstraZeneca (AZN.L) | 4.18% | 4.18% |
| Tandem Diabetes (TNDM) | 2.56% | 3.68% |
| GlaxoSmithKline (GSK) | 4.08% | 3.52% |
| Novo-Nordisk (NVO) | 1.74% | 2.62% |