Pfm Health Sciences, LP Portfolio Holdings by Sector

Pfm Health Sciences, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare AXSM UTHR ASND ADMA BBIO CNTA RVMD VERA 23 stocks	$301,616 25.43% of portfolio	12	8	7	-	0 Calls 1 Puts
Drug Manufacturers—General \| Healthcare LLY MRK AZN 3 stocks	$196,367 16.56% of portfolio	2	1	2	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC HCA UHS CMPS 4 stocks	$159,734 13.47% of portfolio	1	3	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare HUM CVS CNC ELV OSCR HUM 6 stocks	$111,367 9.39% of portfolio	4	2	3	-	1 Calls 0 Puts
Medical Devices \| Healthcare PEN EW BSX IRTC BSX 5 stocks	$104,958 8.85% of portfolio	3	2	2	-	1 Calls 0 Puts
ETFs \| ETFs XBI SPY IWM 3 stocks	$99,731 8.41% of portfolio	3	-	2	-	1 Calls 1 Puts
Medical Distribution \| Healthcare MCK ABC 2 stocks	$70,767 5.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR NTRA NEO WAT TMO 5 stocks	$69,391 5.85% of portfolio	4	1	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG WST 2 stocks	$39,433 3.33% of portfolio	1	1	1	-	0 Calls 0 Puts

Drug Manufacturers—Specialty & Generic \| Healthcare NBIX TEVA AMRX 3 stocks	$18,804 1.59% of portfolio	2	1	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$12,364 1.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive HIMS 1 stocks	$1,299 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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