The BalancedInvestor Club

IHE Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$1.60B
Expense ratio0.37%
Dividend yield1.11%
InceptionMay 1, 2006

Top holdings (56 total)

#NameWeight
1
LLY
Eli Lilly and co
23.51%
2
JNJ
Johnson & Johnson
22.64%
3
PFE
Pfizer inc
4.69%
4
VTRS
Viatris inc
4.55%
5
MRK
Merck & co inc
4.50%
6
BMY
Bristol-myers Squibb co
4.43%
7
RPRX
Royalty Pharma plc Class a
4.40%
8
ZTS
Zoetis inc Class a
4.35%
9
JAZZ
Jazz Pharmaceuticals plc
3.36%
10
ELAN
Elanco Animal Health inc
2.50%
Page 1 of 6 · 56 total

Sector breakdown

#NameWeight
1
Healthcare
99.90%
2
Information Technology
0.00%
3
Communication Services
0.00%
4
Consumer Discretionary
0.00%
5
Consumer Staples
0.00%
6
Industrials
0.00%
7
Materials
0.00%
8
Utilities
0.00%
9
Energy
0.00%
10
Financials
0.00%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

25 articles · sorted by date
Page 1 of 2 · 25 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

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