Manager
MUTUACTIVOS, S.A., S.G.I.I.C.
See the CNMV manager universe →
Fund page
MUTUAFONDO SALUD, FI
Category
—
Latest period
H2 2025
Positions
40
Portfolio as of 2025-12-31. Source: periodic filing with the CNMV. View original filing (PDF)
Full portfolio
Every position in the latest periodic filing, largest weight first. Aggregates ("other equities...") are baskets of small positions the filing itself does not break out line by line.
40
Company
Type
Country
Weight
Price
This period's moves
H2 2025 vs H1 2025 (estimated)
New: 11
Exits: 11
Increases: 8
Cuts: 11
− Acciones|CENCORA INC
Leaves the portfolio; it was 2.91% of weight.
− Acciones|EXELIXIS INC
Leaves the portfolio; it was 2.80% of weight.
− Acciones|HOLOGIC IN
Leaves the portfolio; it was 2.62% of weight.
− Acciones|ALCON INC
Leaves the portfolio; it was 2.54% of weight.
− Acciones|ZIMMER BIOMET HOLDINGS INC
Leaves the portfolio; it was 2.38% of weight.
− Acciones|MEDPACE HOLDINGS INC
Leaves the portfolio; it was 2.38% of weight.
− Acciones|GLOBUS MEDICAL INC - A
Leaves the portfolio; it was 2.18% of weight.
− Acciones|MCKESSON CORP
Leaves the portfolio; it was 2.04% of weight.
− Acciones|IDEC PHARMACEUTICALS
Leaves the portfolio; it was 1.89% of weight.
− Acciones|UNITED THERAPEUTICS CORP
Leaves the portfolio; it was 1.87% of weight.
− Acciones|CHEMED CORP
Leaves the portfolio; it was 1.69% of weight.
Disclaimer
This is not financial advice. The portfolio comes from the periodic report the fund files with the CNMV and lags the real close of the period: it is a snapshot of the end of each half-year, not a real-time portfolio.