SECTORAL ASSET MANAGEMENT INC Portfolio Holdings
Q3 2025•81 long positions•$159.6M portfolio value
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Holding97 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Biotechnology Healthcare | $9.4M 5.9% | — | 2.86% 800.8K shares | — | — | $329.5M Small Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $7.2M 4.48% | +$305.2K Bought | 0.001% 9.4K shares | 9.0K → 9.4K +$305.2K | +4.46% | $684.00B Mega Cap | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $6.2M 3.89% | +$4.8M Bought | — 221.9K shares | 51.4K → 221.9K +$4.8M | +331.92% | — — | Q4 2023 Held for 1y 11m | |
Biotechnology Healthcare | $6.0M 3.73% | +$3.4M Bought | 0.695% 194.5K shares | 83.9K → 194.5K +$3.4M | +131.81% | $856.5M Small Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $5.4M 3.38% | +$5.4M New | 2.11% 430.3K shares | 0 → 430.3K +$5.4M | New | $255.5M Micro Cap | Q3 2025 Held for 2 months | |
Biotechnology Healthcare | $5.0M 3.14% | +$1.5M Bought | 0.346% 368.1K shares | 257.3K → 368.1K +$1.5M | +43.07% | $1.4B Small Cap | Q1 2020 Held for 5y 8m | |
Biotechnology Healthcare | $4.8M 2.99% | +$1.9M Bought | 0.461% 560.5K shares | 332.3K → 560.5K +$1.9M | +68.69% | $1.0B Small Cap | Q2 2025 Held for 5 months | |
Medical - Healthcare Plans Healthcare | $4.7M 2.93% | -$1.1M Sold | 0.001% 13.5K shares | 16.7K → 13.5K −$1.1M | -19.11% | $312.73B Mega Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $4.2M 2.64% | +$1.0M Bought | 0.488% 266.5K shares | 201.4K → 266.5K +$1.0M | +32.32% | $861.5M Small Cap | Q2 2025 Held for 5 months | |
Biotechnology Healthcare | $3.9M 2.47% | +$1.2M Bought | 0.338% 328.7K shares | 231.5K → 328.7K +$1.2M | +41.98% | $1.2B Small Cap | Q1 2025 Held for 8 months | |
Biotechnology Healthcare | $3.9M 2.45% | +$1.3M Bought | 0.813% 633.1K shares | 421.6K → 633.1K +$1.3M | +50.16% | $480.5M Small Cap | Q2 2025 Held for 5 months | |
Biotechnology Healthcare | $3.5M 2.2% | +$639.9K Bought | 0.456% 395.9K shares | 323.6K → 395.9K +$639.9K | +22.34% | $768.2M Small Cap | Q2 2025 Held for 5 months | |
Biotechnology Healthcare | $3.4M 2.16% | +$546.3K Bought | 1.55% 1.1M shares | 931.6K → 1.1M +$546.3K | +18.85% | $221.8M Micro Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $3.4M 2.15% | — | 0.001% 14.8K shares | — | — | $409.03B Mega Cap | Q1 2020 Held for 5y 8m | |
Unknown Unknown | $3.4M 2.14% | +$53.8K Bought | 0.436% 194.9K shares | 191.8K → 194.9K +$53.8K | +1.6% | $782.5M Small Cap | Q2 2025 Held for 5 months | |
ETF ETF | $3.4M 2.14% | +$3.4M Bought | — 34.0K shares | — | — | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $3.4M 2.12% | -$1.3M Sold | — 152.0K shares | 210.6K → 152.0K −$1.3M | -27.82% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $3.1M 1.93% | -$2.9M Sold | 0.444% 49.1K shares | 95.6K → 49.1K −$2.9M | -48.63% | $693.3M Small Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $3.0M 1.9% | +$1.5M Bought | 1.03% 192.8K shares | 99.0K → 192.8K +$1.5M | +94.78% | $293.6M Micro Cap | Q2 2025 Held for 5 months | |
Biotechnology Healthcare | $3.0M 1.89% | +$301.6K Bought | 0.003% 7.7K shares | 6.9K → 7.7K +$301.6K | +11.09% | $100.41B Large Cap | Q3 2017 Held for 8y 2m | |
Drug Manufacturers - General Healthcare | $2.9M 1.83% | -$262.4K Sold | 0.002% 10.3K shares | 11.3K → 10.3K −$262.4K | -8.25% | $151.93B Large Cap | Q4 2019 Held for 5y 11m | |
Biotechnology Healthcare | $2.9M 1.81% | +$1.3M Bought | 2.39% 161.4K shares | 86.2K → 161.4K +$1.3M | +87.17% | $120.6M Micro Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $2.9M 1.8% | -$143.8K Sold | — 3.9K shares | 4.1K → 3.9K −$143.8K | -4.77% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $2.8M 1.78% | -$741.7K Sold | 0.001% 15.3K shares | 19.3K → 15.3K −$741.7K | -20.73% | $446.55B Mega Cap | Q3 2020 Held for 5y 2m | |
Medical - Instruments & Supplies Healthcare | $2.6M 1.61% | +$223.6K Bought | 0.002% 5.8K shares | 5.3K → 5.8K +$223.6K | +9.52% | $160.32B Large Cap | Q1 2024 Held for 1y 8m | |
Medical - Devices Healthcare | $2.3M 1.44% | +$267.9K Bought | 0.001% 17.2K shares | 15.2K → 17.2K +$267.9K | +13.16% | $233.12B Mega Cap | Q4 2017 Held for 7y 11m | |
Biotechnology Healthcare | $2.2M 1.4% | +$671.9K Bought | 0.004% 4.0K shares | 2.8K → 4.0K +$671.9K | +43.09% | $59.6B Large Cap | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - General Healthcare | $2.2M 1.36% | -$15.5K Sold | 0.002% 19.6K shares | 19.7K → 19.6K −$15.5K | -0.71% | $137.73B Large Cap | Q3 2017 Held for 8y 2m | |
Medical - Devices Healthcare | $2.2M 1.35% | +$97.6K Bought | 0.001% 22.1K shares | 21.1K → 22.1K +$97.6K | +4.73% | $144.66B Large Cap | Q2 2018 Held for 7y 5m | |
Medical - Diagnostics & Research Healthcare | $2.1M 1.32% | — | 0.001% 10.6K shares | — | — | $141.96B Large Cap | Q3 2020 Held for 5y 2m | |
Drug Manufacturers - General Healthcare | $2.0M 1.23% | — | 0.001% 77.2K shares | — | — | $144.87B Large Cap | Q2 2016 Held for 9y 5m | |
Biotechnology Healthcare | $1.9M 1.21% | -$209.5K Sold | 0.006% 13.4K shares | 14.9K → 13.4K −$209.5K | -9.78% | $30.4B Large Cap | Q1 2021 Held for 4y 8m | |
Medical - Diagnostics & Research Healthcare | $1.9M 1.19% | — | 0.001% 3.9K shares | — | — | $183.15B Large Cap | Q3 2020 Held for 5y 2m | |
Biotechnology Healthcare | $1.8M 1.12% | -$1.4M Sold | 0.05% 30.7K shares | 55.5K → 30.7K −$1.4M | -44.56% | $3.6B Mid Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.7M 1.09% | +$147.9K Bought | — 17.7K shares | 16.2K → 17.7K +$147.9K | +9.28% | — — | Q4 2022 Held for 2y 11m | |
Medical - Devices Healthcare | $1.6M 0.998% | +$148.1K Bought | 0.001% 4.3K shares | 3.9K → 4.3K +$148.1K | +10.26% | $141.33B Large Cap | Q1 2024 Held for 1y 8m | |
Biotechnology Healthcare | $1.5M 0.959% | +$182.8K Bought | 0.01% 74.1K shares | 65.2K → 74.1K +$182.8K | +13.57% | $15.3B Large Cap | Q1 2023 Held for 2y 8m | |
Biotechnology Healthcare | $1.5M 0.935% | -$22.8K Sold | 0.002% 3.3K shares | 3.3K → 3.3K −$22.8K | -1.5% | $59.8B Large Cap | Q2 2018 Held for 7y 5m | |
Unknown Unknown | $1.4M 0.902% | +$8.4K Bought | — 18.8K shares | 18.6K → 18.8K +$8.4K | +0.59% | — — | Q4 2022 Held for 2y 11m | |
Medical - Devices Healthcare | $1.4M 0.873% | +$504.7K Bought | 0.005% 20.7K shares | 13.2K → 20.7K +$504.7K | +56.82% | $26.4B Large Cap | Q3 2023 Held for 2y 2m | |
Drug Manufacturers - General Healthcare | $1.4M 0.868% | -$380.2K Sold | 0.001% 16.4K shares | 20.9K → 16.4K −$380.2K | -21.53% | $209.64B Mega Cap | Q1 2019 Held for 6y 8m | |
Biotechnology Healthcare | $1.4M 0.85% | +$81.2K Bought | 0.013% 25.0K shares | 23.5K → 25.0K +$81.2K | +6.37% | $10.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $1.3M 0.809% | -$4.1M Sold | 0.094% 43.5K shares | 179.9K → 43.5K −$4.1M | -75.83% | $1.4B Small Cap | Q2 2025 Held for 5 months | |
Biotechnology Healthcare | $1.3M 0.805% | +$1.3M Bought | 0.044% 33.9K shares | 382.4K → 33.9K −$13.2M | -91.14% | $2.9B Mid Cap | Q1 2023 Held for 2y 8m | |
Biotechnology Healthcare | $1.2M 0.766% | +$248.2K Bought | 0.092% 79.4K shares | 63.3K → 79.4K +$248.2K | +25.48% | $1.3B Small Cap | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $1.2M 0.731% | — | 0.003% 15.0K shares | — | — | $45.7B Large Cap | Q4 2022 Held for 2y 11m | |
Biotechnology Healthcare | $1.1M 0.686% | -$7.7K Sold | 0.044% 18.4K shares | 18.5K → 18.4K −$7.7K | -0.7% | $2.5B Mid Cap | Q3 2024 Held for 1y 2m | |
Biotechnology Healthcare | $1.1M 0.681% | -$388.8K Sold | 0.015% 11.5K shares | 15.7K → 11.5K −$388.8K | -26.35% | $7.1B Mid Cap | Q2 2025 Held for 5 months | |
Biotechnology Healthcare | $969.4K 0.608% | -$258.0K Sold | 0.087% 106.0K shares | 134.2K → 106.0K −$258.0K | -21.02% | $1.1B Small Cap | Q1 2025 Held for 8 months | |
Medical - Healthcare Plans Healthcare | $951.0K 0.596% | +$951.0K Bought | 0.028% 54.5K shares | — | — | $3.5B Mid Cap | Q3 2025 Held for 2 months |
