Pfm Health Sciences, LP Portfolio Holdings by Sector

Pfm Health Sciences, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare AXSM VRTX ARGX BBIO ASND ALNY SNDX CNTA 25 stocks	$312,626 25.03% of portfolio	14	7	3	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV AZN 3 stocks	$306,660 24.55% of portfolio	1	1	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV MOH CVS UNH HUM OSCR CNC 7 stocks	$137,658 11.02% of portfolio	2	3	2	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC UHS HCA CMPS 4 stocks	$125,926 10.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR IQV WAT TMO ICLR NEO 6 stocks	$85,520 6.85% of portfolio	2	3	1	-	0 Calls 0 Puts
ETFs \| ETFs XLV XRT XRT 3 stocks	$76,119 6.09% of portfolio	2	1	2	-	2 Calls 0 Puts
Medical Devices \| Healthcare PEN EW 2 stocks	$71,998 5.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG BDX 2 stocks	$67,071 5.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$65,615 5.25% of portfolio	-	-	-	-	0 Calls 0 Puts

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