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 | |
| 14/07/2024 | No. Funds |
| Regeneron Pharmaceuticals Inc | 5 |
| AstraZeneca PLC | 5 (+1) |
| Eli Lilly and Co | 5 |
| UnitedHealth Group Inc | 5 |
| Amgen Inc | 4 |
| Vertex Pharmaceuticals Inc | 4 (+1) |
| Novo Nordisk A/S Class B | 4 |
| Boston Scientific Corp | 3 (+1) |
| Merck & Co Inc | 3 |
| Blueprint Medicines Corp | 2 |
| Moderna Inc | 2 (+1) |
| Zealand Pharma A/S | 2 (-1) |
| Intuitive Surgical Inc | 2 |
| argenx SE | 1 |
| Alnylam Pharmaceuticals Inc | 1 |
| Neurocrine Biosciences Inc | 1 |
| Biogen Inc | 1 |
| Janux Therapeutics Inc Ordinary Shares | 1 (NEW) |
| Sarepta Therapeutics Inc | 1 |
| Stryker Corp | 1 |
| Abbott Laboratories | 1 |
| Edwards Lifesciences Corp | 1 (NEW) |
| Swedish Orphan Biovitrum AB | 1 |
| UCB SA | 1 |
| Sanofi SA | 1 |
| Novo Nordisk A/S | 1 (NEW) |
| AbbVie Inc | 1 |
Source: Morningstar
