SECTORAL ASSET MANAGEMENT INC
1000 SHERBROOKE ST., WEST, MONTREAL, , H3A 3G4, (514) 849-8777
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 62 |
| New Positions | 2 |
| Increased Positions | 26 |
| Decreased Positions | 35 |
| Positions with Activity | 61 |
| Sold Out Positions | 6 |
| Total Mkt Value (in $ millions) |
3,570 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | 2.37% |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | |
| Healthcare | 94.07% |
| Services | |
| Technology | 3.56% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
62 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| VERTEX PHARMACEUTICALS INC | COM | 277,676 | 7,635 | 2.83 | 3,493,219 |
| GILEAD SCIENCES INC | COM | 188,491 | -714 | (0.38) | 3,347,975 |
| INCYTE CORP | COM | 179,834 | -1,321 | (0.73) | 7,805,288 |
| BIOGEN IDEC INC | COM | 172,659 | -43,797 | (20.23) | 761,116 |
| MYLAN INC | COM | 152,926 | -15,804 | (9.37) | 4,870,259 |
| ACTAVIS INC | COM | 144,020 | 12,048 | 9.13 | 1,147,566 |
| ONYX PHARMACEUTICALS INC | COM | 141,771 | -42,373 | (23.01) | 1,482,183 |
| BIOMARIN PHARMACEUTICAL INC | COM | 137,382 | 2,727 | 2.03 | 2,146,264 |
| ILLUMINA INC | COM | 126,986 | -9,043 | (6.65) | 1,763,689 |
| THERAVANCE INC | COM | 104,731 | -5,950 | (5.38) | 2,645,718 |
| EDWARDS LIFESCIENCES CORP | COM | 103,804 | 10,514 | 11.27 | 1,547,933 |
| CELGENE CORP | COM | 101,119 | -3,510 | (3.36) | 809,536 |
| ALIGN TECHNOLOGY INC | COM | 97,216 | 8,469 | 9.54 | 2,586,216 |
| BOSTON SCIENTIFIC CORP | COM | 95,345 | 95,345 | New | 10,477,506 |
| IMMUNOGEN INC | COM | 91,081 | 43,798 | 92.63 | 5,591,239 |
| AMGEN INC | COM | 88,108 | 34,097 | 63.13 | 834,119 |
| PERRIGO CO | COM | 84,774 | 793 | .95 | 709,525 |
| MEDIVATION INC | COM | 81,980 | 47,734 | 139.39 | 1,724,812 |
| UNITED THERAPEUTICS CORP DEL | COM | 81,944 | -20,041 | (19.65) | 1,184,676 |
| LILLY ELI & CO | COM | 74,308 | -1,269 | (1.68) | 1,329,302 |
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