Portfolio Diversification
Range
Most Diversified
20 instruments
July 7, 2023
Least Diversified
15 instruments
January 1, 2022
Average
17.8 instruments
Most Consistent Holdings
Top 5
MRK100%
SAN.PA100%
ROG.ZU100%
MDT.US100%
ABT100%
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) | 12.43% | 7.87% | 99.83% | - |
 Novo-Nordisk (NVO) | 9.95% | 3.86% | 100% | - |
| Merck (MRK) | 9.65% | 5.48% | 100% | - |
 AstraZeneca (AZN.L) | 6.66% | 4.74% | 100% | - |
| Abbott (ABT) | 6.45% | 5.33% | 100% | - |
 DexCom (DXCM) | 5.23% | 8.01% | 100% | - |
| Medtronic (MDT.US) | 4.86% | 5.1% | 100% | - |
 Insulet (PODD) | 4.03% | 7% | 100% | - |
| Sanofi (SAN.PA) | 4.01% | 3.79% | 100% | - |
| Roche (ROG.ZU) | 3.88% | 3.99% | 100% | - |
 BD (BDX) | 3.64% | 3.69% | 100% | - |
 Johnson & Johnson (JNJ) | 3.44% | 5.56% | 65.69% | - |
 Bayer (BAYN.DE) | 2.97% | 0% | 58.68% | 1/3/2024 |
 Tandem Diabetes (TNDM) | 2.95% | 3.2% | 99.92% | - |
 Bristol-Myers Squibb (BMY) | 2.66% | 3.8% | 56.18% | - |
 MannKind (MNKD) | 2.08% | 3.21% | 59.77% | - |
 Neurocrine Biosciences (NBIX) | 2.03% | 5.12% | 41.15% | - |
 Ascendis Pharma (ASND) | 1.97% | 5.11% | 41.32% | - |
 Alkermes (ALKS) | 1.92% | 4.79% | 41.24% | - |
 Halozyme (HALO) | 1.86% | 3.95% | 38.65% | - |
 Rhythm Pharmaceuticals (RYTM) | 1.57% | 0% | 30.72% | 1/8/2025 |
 Almirall (ALM.MC) | 1.32% | 0% | 58.68% | 1/3/2024 |
 GlaxoSmithKline (GSK) | 1.27% | 0% | 30.72% | 1/8/2025 |
 Sandoz (SDZNY) | 0.76% | 0% | 17.45% | 8/1/2024 |
 GSK (GSK.L) | 0.57% | 0% | 14.77% | 1/3/2024 |
 Pfizer (PFE) | 0.51% | 4.52% | 10.52% | - |
 Lexicon Pharmaceuticals (LXRX) | 0.32% | 0% | 14.86% | 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% |