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Select Medical Technology and Devices Portfolio | FSMEXMutual Fund | |
| Select Medical Technology and Devices Portfolio | |
| Last update 2024-10-29 | 39 Stocks (3 new) |
| Value $5.33 Bil | Turnover 7 % |
| Portfolio Report | |
Select Medical Technology and ... Top Holdings of 2024-08-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSX | Boston Scientific Corp | 8,600,000 | 703394.000 | -16.95% | 13.210 | -2.58% | 0.580 | +16.81% | +52.66% | 130065.276 | Medical Devices & Instruments | |
DHR | Danaher Corp | 2,520,000 | 678661.200 | -10.00% | 12.750 | -1.40% | 0.350 | -8.57% | +6.41% | 177239.097 | Medical Diagnostics & Research | |
TMO | Thermo Fisher Scientific Inc | 820,000 | 504357.400 | -7.34% | 9.470 | -0.72% | 0.210 | -7.99% | +4.15% | 211040.696 | Medical Diagnostics & Research | |
ISRG | Intuitive Surgical Inc | 900,000 | 443367.000 | -15.89% | 8.330 | -1.33% | 0.250 | +15.71% | +59.01% | 191072.463 | Medical Devices & Instruments | |
SYK | Stryker Corp | 1,000,000 | 360420.000 | 0% | 6.770 | 0% | 0.260 | +15.59% | +26.41% | 143321.882 | Medical Devices & Instruments | |
ABT | Abbott Laboratories | 2,300,000 | 260521.000 | +47.44% | 4.890 | +1.57% | 0.130 | +6.72% | +8.04% | 202220.218 | Medical Devices & Instruments | |
PEN | Penumbra Inc | 1,210,000 | 244807.200 | +6.73% | 4.600 | +0.29% | 3.120 | +39.60% | -6.00% | 9074.762 | Medical Devices & Instruments | |
PODD | Insulet Corp | 1,120,000 | 227102.400 | +28.74% | 4.270 | +0.95% | 1.600 | +34.13% | +23.50% | 18796.695 | Medical Devices & Instruments | |
IQV | IQVIA Holdings Inc | 650,000 | 163507.500 | -5.80% | 3.070 | -0.17% | 0.360 | -7.13% | -5.25% | 39790.245 | Medical Diagnostics & Research | |
VEEV | Veeva Systems Inc | 750,000 | 162330.000 | -11.76% | 3.050 | -0.34% | 0.460 | +26.71% | +22.07% | 38054.445 | Healthcare Providers & Services |
Select Medical Technology and Devices Portfolio's Historical Top Holdings Breakdowns
Select Medical Technology and Devices Portfolio's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSX | Boston Scientific Corp | 2024-08-31 | Reduce | -2.58% | 72.96 ($76.9) 81.79 | $88.25 | 14.76% | Reduce -16.95% | 8,600,000 | -1,755,265 | |
EW | Edwards Lifesciences Corp | 2024-08-31 | Reduce | -2.55% | 59.7 ($79.26) 93.78 | $66.23 | -16.44% | Reduce -56.55% | 1,160,000 | -1,510,000 | |
ABT | Abbott Laboratories | 2024-08-31 | Add | +1.57% | 100.07 ($106.54) 113.27 | $116.59 | 9.43% | Add 47.44% | 2,300,000 | 740,000 | |
DHR | Danaher Corp | 2024-08-31 | Reduce | -1.40% | 239.25 ($260.33) 280.76 | $245.39 | -5.74% | Reduce -10% | 2,520,000 | -280,000 | |
ISRG | Intuitive Surgical Inc | 2024-08-31 | Reduce | -1.33% | 403.86 ($447.73) 492.63 | $536.45 | 19.82% | Reduce -15.89% | 900,000 | -170,000 | |
WST | West Pharmaceutical Services Inc | 2024-08-31 | Add | +1.24% | 277.16 ($313.22) 338.42 | $324.10 | 3.47% | Add 300% | 280,000 | 210,000 | |
PODD | Insulet Corp | 2024-08-31 | Add | +0.95% | 180.69 ($195.29) 206.98 | $267.97 | 37.22% | Add 28.74% | 1,120,000 | 250,000 | |
PHR | Phreesia Inc | 2024-08-31 | Reduce | -0.83% | 18.54 ($22.33) 26.01 | $21.25 | -4.84% | Reduce -98.5% | 34,196 | -2,251,519 | |
A | Agilent Technologies Inc | 2024-08-31 | New Buy | +0.75% | 125.42 ($134.53) 142.92 | $136.68 | 1.60% | New holding | 280,000 | 280,000 | |
XSWX:LONN | Lonza Group Ltd | 2024-08-31 | Sold Out | -0.74% | 472.8 (CHF523.09) 587.4 | CHF549.20 | 4.99% | Sold Out | 0 | -70,000 |
Select Medical Technology and Devices Portfolio Total Holding History ($B)
Select Medical Technology and Devices Portfolio's Asset Allocation
Select Medical Technology and Devices Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Select Medical Technology and Devices Portfolio's Hypothetical Growth since 2024-08-31
Select Medical Technology and Devices Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Select Medical Technology and Devices Portfolio's Holdings Heat Map
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Select Medical Technology and Devices Portfolio's Holdings Bubble Chart
Select Medical Technology and Devices Portfolio News
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