Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%
Top 25 Holdings Portfolio Weight % Shares Owned Shares Change   Sector Mkt Cap (Mil) Total Ret YTD (Daily)  
Amgen Inc 10.01 5,462,358 -31,500 healthcare 953.24 27.49
Celgene Corp 6.23 4,378,530 25,000 healthcare 592.90 4.82
Regeneron Pharmaceuticals Inc 5.75 1,113,763 -66,800 healthcare 547.55 17.95
Alexion Pharmaceuticals Inc 4.81 3,333,055 -19,200 healthcare 457.76 13.62
Vertex Pharmaceuticals Inc 4.59 2,876,008 0 healthcare 436.64 109.90
Biogen Inc 3.78 1,243,483 0 healthcare 360.10 26.91
Incyte Corp 2.25 1,604,859 -9,300 healthcare 213.91 13.88
Biomarin Pharmaceutical Inc 1.75 1,902,834 0 healthcare 166.94 5.93
Portola Pharmaceuticals Inc 1.73 2,663,375 0 healthcare 164.33 125.71
Alnylam Pharmaceuticals Inc 1.57 1,811,378 0 healthcare 149.87 206.36
Exelixis Inc 1.48 5,189,640 -249,500 healthcare 140.69 82.23
Ionis Pharmaceuticals Inc 1.41 2,570,377 0 healthcare 134.69 34.62
Alkermes PLC 1.37 2,398,711 -122,400 healthcare 130.51 -9.00
Tesaro Inc 1.28 950,807 -21,700 healthcare 121.38 -13.44
Radius Health Inc 1.27 2,753,915 -59,116 healthcare 121.25 -6.28
Gilead Sciences Inc 1.23 1,543,553 572,743 healthcare 117.45 15.58
Neurocrine Biosciences Inc 1.22 2,423,151 -162,500 healthcare 116.38 52.53
Acceleron Pharma Inc 1.18 3,505,602 -164,000 healthcare 112.71 43.30
ACADIA Pharmaceuticals Inc 1.17 3,737,580 0 healthcare 111.27 25.94
Ultragenyx Pharmaceutical Inc 1.16 1,669,421 -28,300 healthcare 110.72 -26.74
Seattle Genetics Inc 1.15 2,173,190 -71,300 healthcare 109.75 21.02
Puma Biotechnology Inc 1.11 1,107,625 -30,800 healthcare 105.28 306.03
Blueprint Medicines Corp 1.09 1,982,011 320,203 healthcare 103.72 131.48
Spark Therapeutics Inc 1.08 1,446,320 0 healthcare 102.69 64.07
Intercept Pharmaceuticals Inc 1.07 869,868 -63,100 healthcare 101.89 -38.47
YTD Return through 10-20-17| Portfolio Holdings as of 07-31-17