Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors' Chronicle, we’re only interested in the best of the best.
Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of pharma, biotech and healthcare stocks.
Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
| FUND BEST IDEAS: HEALTH | |
| 8/4/2024 | No. Funds |
| Eli Lilly and Co | 5 (+1) |
| Regeneron Pharmaceuticals Inc | 5 (-1) |
| UnitedHealth Group Inc | 5 |
| Novo Nordisk A/S Class B | 4 |
| AbbVie Inc | 3 (+2) |
| Amgen Inc | 3 |
| AstraZeneca PLC | 3 |
| Merck & Co Inc | 3 |
| Vertex Pharmaceuticals Inc | 3 |
| Cytokinetics Inc | 2 |
| Intuitive Surgical Inc | 2 (+1) |
| Zealand Pharma A/S | 2 (+1) |
| Abbott Laboratories | 1 |
| Alnylam Pharmaceuticals Inc | 1 |
| argenx SE | 1 |
| Biogen Inc | 1 (-1) |
| Biomarin Pharmaceutical Inc | 1 |
| Blueprint Medicines Corp | 1 |
| Boston Scientific Corp | 1 |
| Celldex Therapeutics Inc | 1 (NEW) |
| Gilead Sciences Inc | 1 |
| Ionis Pharmaceuticals Inc | 1 |
| Medtronic PLC | 1 |
| Moderna Inc | 1 |
| Neurocrine Biosciences Inc | 1 (-1) |
| Novartis AG Registered Shares | 1 |
| Roche Holding AG | 1 |
| Sanofi SA | 1 |
| Scholar Rock Holding Corp | 1 |
| Stryker Corp | 1 (-1) |
| Swedish Orphan Biovitrum AB | 1 |
| Thermo Fisher Scientific Inc | 1 |
Source: Morningstar
