| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 495 | $5,776.65 | $6,514.2 | $737.55 | 12.77% |
Kyle P. Smith NewEdge Wealth LLC | 86,800 | $1.21M | $1.14M | -$63,431.91 | -5.25% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 245,720 | $3.77M | $3.24M | -$528,679.49 | -14.02% |
| WL William Liberti Wealth Effects LLC | 40,095 | $498,905.15 | $528,853.05 | $29,947.9 | 6% |
Loni Adams Daymark Wealth Partners LLC | 14,223 | $179,210 | $190,517.08 | $11,307.08 | 6.31% |
| NYSE Exchange | United States Country |
The abrdn World Healthcare Fund is a closed-end balanced mutual fund managed by abrdn Inc., aimed at generating current income and long-term capital appreciation for its investors. With a global investment strategy, the fund targets both public equities and fixed income securities, primarily focusing on companies within the healthcare sector. Its diversified portfolio consists of common stocks, non-convertible notes, and convertible preferred shares, strategically spread across various subsectors including pharmaceuticals, biotechnology, healthcare services, and medical equipment.
The fund's equity exposure is further enhanced by investments in corporate debt, creating opportunities for both income generation and growth potential. Positioned to take advantage of the healthcare industry's inherent earnings growth and innovation, the abrdn World Healthcare Fund is designed to cater to investors seeking to benefit from demographic trends and resilience in this vital sector of the global economy.
With a strong global presence, its holdings span across North America, Europe, and other significant markets, enabling the fund to distribute a considerable portion of its earnings to shareholders through regular dividends. This makes the fund an ideal choice for those looking to access the robust healthcare sector, providing both income and opportunities for capital appreciation.
The fund invests in common stocks of various healthcare companies, which allows it to capture the growth potential and earnings from the healthcare sector. This includes firms in pharmaceuticals, biotechnology, and medical devices.
The abrdn World Healthcare Fund enhances portfolio stability through investments in non-convertible notes and convertible preferred shares, providing a balanced approach by combining income generation with growth potential characteristic of the healthcare industry.
By diversifying across multiple subsectors of healthcare, the fund mitigates risks associated with individual sector performance. This includes balanced exposure to pharmaceuticals, biotech, and healthcare services, allowing for resilience against market fluctuations.
Regular dividend distributions are a hallmark of the fund, aimed at providing income to shareholders. This aligns with the fund’s objective of offering current income while also pursuing long-term capital appreciation.
The fund maintains a significant global reach, with investments spanning key markets in North America and Europe, among others. This not only enhances the potential for capital appreciation but also allows for exposure to various global healthcare innovations and trends.