EXAS (EXACT SCIENCES CORP)

Medical-Biomedical/Gene, Biotechnology, Consumer, Non-cyclical


Portfolios holding EXAS - sorted by percentage allocation

Sparrow Unconstrained Long/Short Strategy invests across market sectors, industries, and market capitalization ranges. The Sparrow Unconstrained Long/Short Strategy objective is to provide the most efficient risk/reward outcome over time.

Strategy
Stocks
Sharpe ratio
1.47 365 days
Performance
35.5% 365 days
Risk score
Fees
  • 1% fee
  • $50,000 min

The Russell 1000 Healthcare Managed Portfolio includes stocks of companies involved in providing medical or health care products, services, technology, or equipment.

Strategy
Index Tracker

This portfolio is new to IBKR Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.2% fee
  • $5,000 min

The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
IBKR Smart Beta
Sharpe ratio
0.47 365 days
Performance
8.2% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min


Follow these portfolios. With IBKR Asset Management you can see every trade these investors make with their own money & automatically follow them in your own account.

Invest with us or learn why you should choose us

Portfolios in the same sector - sorted by percentage allocation

Invests in stocks with high Net Payout Yields, which is the combination of dividends and stock repurchases.

Strategy
Stocks
Sharpe ratio
0.35 365 days
Performance
7.2% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

Seeks to capture large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p/e/g ratios, asset turnover rate, operating margin, debt/equity ratio, free cash flow, relative price strength, etc.

Strategy
Stocks
Sharpe ratio
0.26 365 days
Performance
6.3% 365 days
Risk score
Fees
  • 1.5% fee
  • $120,000 min

Mott Capital Management uses a long-term thematic growth approach to investing in equities. We search for investments that both reflect and help to shape generational and demographic shifts. Mott uses a philosophy of buying these companies for a 3- to 5-year time horizon, with the belief that a long-term holding period gives themes and our chosen companies a chance to fully develop. In our view, the long time horizon also serves to mitigate the risk associated with the short-term impact of market volatility.

Strategy
Stocks
Sharpe ratio
-0.15 365 days
Performance
0.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

The Small Cap Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
IBKR Smart Beta
Sharpe ratio
0.29 365 days
Performance
6.4% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.

Strategy
Stocks
Sharpe ratio
0.49 365 days
Performance
11.1% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min



Important Information

  1. Past performance is no guarantee of future results.
  2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
  3. Benchmark returns have been calculated by IBKR Asset Management using a time-weighted calculation of daily index valuations.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.