If you have health care stocks in your portfolio, you should certainly look at Edward Owens is doing with health care stocks. Mr. Owens averaged 16.5% a year since the fund incepted in 1984. Over the past 10 years, the average health care funds returned 1.73% a year, while Mr. Owens’ fund gained 4.82% a year.
As of 12/31/2010, Vanguard Health Care Fund owns 79 stocks with a total value of $18.4 billion. These are the details of the buys and sells.
This is the sector weightings of his portfolio:
These are the top 5 holdings of Edward Owens
Added: Vertex Pharmaceuticals (VRTX, Financial)
Edward Owens added to his holdings in Vertex Pharm by 273.2%. His purchase prices were between $32.43 and $38.35, with an estimated average price of $35.02. The impact to his portfolio due to this purchase was 0.54%. His holdings were 3,893,200 shares as of 12/31/2010.
Vertex Pharmaceuticals Inc. discovers, develops and markets small molecule drugs that address major unmet medical needs. Vertex Pharm has a market cap of $7.9 billion; its shares were traded at around $38.89 with and P/S ratio of 77.4. Vertex Pharm had an annual average earning growth of 16.6% over the past 10 years.
Added: Amgen Inc (AMGN, Financial)
Edward Owens added to his holdings in Amgen Inc by 19.02%. His purchase prices were between $52.69 and $57.96, with an estimated average price of $55.6. The impact to his portfolio due to this purchase was 0.51%. His holdings were 10,638,455 shares as of 12/31/2010.
Amgen Inc. discovers, develops and delivers innovative human therapeutics. Amgen Inc has a market cap of $52.04 billion; its shares were traded at around $55.08 with a P/E ratio of 10.7 and P/S ratio of 3.5. Amgen Inc had an annual average earning growth of 18.1% over the past 10 years. GuruFocus rated Amgen Inc the business predictability rank of 4-star.
Added: Zimmer Holdings (ZMH, Financial)
Edward Owens added to his holdings in Zimmer Holdings by 87.5%. His purchase prices were between $47.44 and $54.97, with an estimated average price of $51.49. The impact to his portfolio due to this purchase was 0.21%. His holdings were 1,500,000 shares as of 12/31/2010.
Zimmer is a global leader in the design, development, manufacturing and market of reconstructive orthopaedic implants and fracture management products. Zimmer Holdings has a market cap of $11.68 billion; its shares were traded at around $59.16 with a P/E ratio of 13.6 and P/S ratio of 2.8. Zimmer Holdings had an annual average earning growth of 18.2% over the past 10 years.
New Purchase: Alcon Inc (ACL, Financial)
Edward Owens initiated holdings in Alcon Inc. His purchase prices were between $157.25 and $170.18, with an estimated average price of $164.25. The impact to his portfolio due to this purchase was 0.31%. His holdings were 350,000 shares as of 12/31/2010.
Alcon, Inc. is the world's eye care company. Alcon Inc has a market cap of $49.17 billion; its shares were traded at around $162.86 with a P/E ratio of 21.1 and P/S ratio of 6.8. The dividend yield of Alcon Inc stocks is 2.1%. Alcon Inc had an annual average earning growth of 18.3% over the past 10 years.
New Purchase: Nuvasive Inc (NUVA, Financial)
Edward Owens initiated holdings in Nuvasive Inc. His purchase prices were between $22.25 and $37.36, with an estimated average price of $27.53. The impact to his portfolio due to this purchase was 0.3%. His holdings were 2,130,103 shares as of 12/31/2010.
NUVASIVE is a medical device company focused on the design, development and marketing of products for the surgical treatment of spine disorders. Nuvasive Inc has a market cap of $1.1 billion; its shares were traded at around $27.945 with a P/E ratio of 38.3 and P/S ratio of 3.
New Purchase: Salix Pharm-ltd (SLXP, Financial)
Edward Owens initiated holdings in Salix Pharm-ltd. His purchase prices were between $35.96 and $48.61, with an estimated average price of $41.76. The impact to his portfolio due to this purchase was 0.22%. His holdings were 850,000 shares as of 12/31/2010.
Salix Pharmaceuticals, Ltd. objective is to be a market-driven specialtypharmaceutical company focussed on the needs of physicians specializing ingastroenterology. Salix Pharm-ltd has a market cap of $2.37 billion; its shares were traded at around $40.97 with and P/S ratio of 10.2.
New Purchase: Dean Foods Co (DF, Financial)
Edward Owens initiated holdings in Dean Foods Co. His purchase prices were between $7.26 and $10.8, with an estimated average price of $8.91. The impact to his portfolio due to this purchase was 0.03%. His holdings were 700,000 shares as of 12/31/2010.
Dean Foods Company is the nation's processor and distributor of fresh milk and other dairy products, and a leader in the specialty foods industry. Dean Foods Co has a market cap of $1.85 billion; its shares were traded at around $10.15 with a P/E ratio of 10.5 and P/S ratio of 0.2.
Reduced: Genzyme-general (GENZ, Financial)
Edward Owens reduced to his holdings in Genzyme-general by 34.27%. His sale prices were between $69.65 and $72.91, with an estimated average price of $71.25. The impact to his portfolio due to this sale was -0.62%. Edward Owens still held 3,069,340 shares as of 12/31/2010.
Genzyme Corporation is a global biotechnology company dedicated to making a major positive impact on the lives of people with serious diseases. Genzyme-general has a market cap of $19 billion; its shares were traded at around $73.35 with a P/E ratio of 81.5 and P/S ratio of 4.2. Genzyme-general had an annual average earning growth of 17.5% over the past 10 years. GuruFocus rated Genzyme-general the business predictability rank of 2.5-star.
Reduced: Novartis Ag-adr (NVS, Financial)
Edward Owens reduced to his holdings in Novartis Ag-adr by 21.07%. His sale prices were between $53.41 and $59.77, with an estimated average price of $57.3. The impact to his portfolio due to this sale was -0.42%. Edward Owens still held 4,869,880 shares as of 12/31/2010.
Novartis AG is committed to improving health and well-being through innovative products and services. Novartis Ag-adr has a market cap of $127.9 billion; its shares were traded at around $55.86 with a P/E ratio of 10.8 and P/S ratio of 2.5. The dividend yield of Novartis Ag-adr stocks is 3%. Novartis Ag-adr had an annual average earning growth of 14.2% over the past 10 years. GuruFocus rated Novartis Ag-adr the business predictability rank of 5-star.
Sold Out: Energizer Hldgs (ENR, Financial)
Edward Owens sold out his holdings in Energizer Hldgs. His sale prices were between $66.37 and $75.49, with an estimated average price of $71.75.
Energizer Holdings is the world's largest manufacturer of primary batteries and flashlights and a global leader in the dynamic business of providing portable power. Energizer Hldgs has a market cap of $5.13 billion; its shares were traded at around $72.74 with a P/E ratio of 13.9 and P/S ratio of 1.2. Energizer Hldgs had an annual average earning growth of 19.1% over the past 10 years. GuruFocus rated Energizer Hldgs the business predictability rank of 3-star.
As of 12/31/2010, Vanguard Health Care Fund owns 79 stocks with a total value of $18.4 billion. These are the details of the buys and sells.
- New Purchases: ACL, NUVA, SLXP, DF,
- Added Positions: VRTX, AMGN, ZMH,
- Reduced Positions: GENZ, NVS,
- Sold Out: ENR,
This is the sector weightings of his portfolio:
These are the top 5 holdings of Edward Owens
- Merck & Co Inc (MRK) - 32,730,248 shares, 6.4% of the total portfolio. Shares reduced by 0.3%
- Forest Labs A (FRX) - 28,353,000 shares, 4.92% of the total portfolio. Shares reduced by 0.35%
- Pfizer Inc (PFE) - 43,559,788 shares, 4.14% of the total portfolio. Shares reduced by 1.58%
- Mckesson Corp (MCK) - 10,589,900 shares, 4.05% of the total portfolio. Shares reduced by 4.51%
- Unitedhealth Gp (UNH) - 18,785,100 shares, 3.68% of the total portfolio. Shares reduced by 0.53%
Added: Vertex Pharmaceuticals (VRTX, Financial)
Edward Owens added to his holdings in Vertex Pharm by 273.2%. His purchase prices were between $32.43 and $38.35, with an estimated average price of $35.02. The impact to his portfolio due to this purchase was 0.54%. His holdings were 3,893,200 shares as of 12/31/2010.
Vertex Pharmaceuticals Inc. discovers, develops and markets small molecule drugs that address major unmet medical needs. Vertex Pharm has a market cap of $7.9 billion; its shares were traded at around $38.89 with and P/S ratio of 77.4. Vertex Pharm had an annual average earning growth of 16.6% over the past 10 years.
Added: Amgen Inc (AMGN, Financial)
Edward Owens added to his holdings in Amgen Inc by 19.02%. His purchase prices were between $52.69 and $57.96, with an estimated average price of $55.6. The impact to his portfolio due to this purchase was 0.51%. His holdings were 10,638,455 shares as of 12/31/2010.
Amgen Inc. discovers, develops and delivers innovative human therapeutics. Amgen Inc has a market cap of $52.04 billion; its shares were traded at around $55.08 with a P/E ratio of 10.7 and P/S ratio of 3.5. Amgen Inc had an annual average earning growth of 18.1% over the past 10 years. GuruFocus rated Amgen Inc the business predictability rank of 4-star.
Added: Zimmer Holdings (ZMH, Financial)
Edward Owens added to his holdings in Zimmer Holdings by 87.5%. His purchase prices were between $47.44 and $54.97, with an estimated average price of $51.49. The impact to his portfolio due to this purchase was 0.21%. His holdings were 1,500,000 shares as of 12/31/2010.
Zimmer is a global leader in the design, development, manufacturing and market of reconstructive orthopaedic implants and fracture management products. Zimmer Holdings has a market cap of $11.68 billion; its shares were traded at around $59.16 with a P/E ratio of 13.6 and P/S ratio of 2.8. Zimmer Holdings had an annual average earning growth of 18.2% over the past 10 years.
New Purchase: Alcon Inc (ACL, Financial)
Edward Owens initiated holdings in Alcon Inc. His purchase prices were between $157.25 and $170.18, with an estimated average price of $164.25. The impact to his portfolio due to this purchase was 0.31%. His holdings were 350,000 shares as of 12/31/2010.
Alcon, Inc. is the world's eye care company. Alcon Inc has a market cap of $49.17 billion; its shares were traded at around $162.86 with a P/E ratio of 21.1 and P/S ratio of 6.8. The dividend yield of Alcon Inc stocks is 2.1%. Alcon Inc had an annual average earning growth of 18.3% over the past 10 years.
New Purchase: Nuvasive Inc (NUVA, Financial)
Edward Owens initiated holdings in Nuvasive Inc. His purchase prices were between $22.25 and $37.36, with an estimated average price of $27.53. The impact to his portfolio due to this purchase was 0.3%. His holdings were 2,130,103 shares as of 12/31/2010.
NUVASIVE is a medical device company focused on the design, development and marketing of products for the surgical treatment of spine disorders. Nuvasive Inc has a market cap of $1.1 billion; its shares were traded at around $27.945 with a P/E ratio of 38.3 and P/S ratio of 3.
New Purchase: Salix Pharm-ltd (SLXP, Financial)
Edward Owens initiated holdings in Salix Pharm-ltd. His purchase prices were between $35.96 and $48.61, with an estimated average price of $41.76. The impact to his portfolio due to this purchase was 0.22%. His holdings were 850,000 shares as of 12/31/2010.
Salix Pharmaceuticals, Ltd. objective is to be a market-driven specialtypharmaceutical company focussed on the needs of physicians specializing ingastroenterology. Salix Pharm-ltd has a market cap of $2.37 billion; its shares were traded at around $40.97 with and P/S ratio of 10.2.
New Purchase: Dean Foods Co (DF, Financial)
Edward Owens initiated holdings in Dean Foods Co. His purchase prices were between $7.26 and $10.8, with an estimated average price of $8.91. The impact to his portfolio due to this purchase was 0.03%. His holdings were 700,000 shares as of 12/31/2010.
Dean Foods Company is the nation's processor and distributor of fresh milk and other dairy products, and a leader in the specialty foods industry. Dean Foods Co has a market cap of $1.85 billion; its shares were traded at around $10.15 with a P/E ratio of 10.5 and P/S ratio of 0.2.
Reduced: Genzyme-general (GENZ, Financial)
Edward Owens reduced to his holdings in Genzyme-general by 34.27%. His sale prices were between $69.65 and $72.91, with an estimated average price of $71.25. The impact to his portfolio due to this sale was -0.62%. Edward Owens still held 3,069,340 shares as of 12/31/2010.
Genzyme Corporation is a global biotechnology company dedicated to making a major positive impact on the lives of people with serious diseases. Genzyme-general has a market cap of $19 billion; its shares were traded at around $73.35 with a P/E ratio of 81.5 and P/S ratio of 4.2. Genzyme-general had an annual average earning growth of 17.5% over the past 10 years. GuruFocus rated Genzyme-general the business predictability rank of 2.5-star.
Reduced: Novartis Ag-adr (NVS, Financial)
Edward Owens reduced to his holdings in Novartis Ag-adr by 21.07%. His sale prices were between $53.41 and $59.77, with an estimated average price of $57.3. The impact to his portfolio due to this sale was -0.42%. Edward Owens still held 4,869,880 shares as of 12/31/2010.
Novartis AG is committed to improving health and well-being through innovative products and services. Novartis Ag-adr has a market cap of $127.9 billion; its shares were traded at around $55.86 with a P/E ratio of 10.8 and P/S ratio of 2.5. The dividend yield of Novartis Ag-adr stocks is 3%. Novartis Ag-adr had an annual average earning growth of 14.2% over the past 10 years. GuruFocus rated Novartis Ag-adr the business predictability rank of 5-star.
Sold Out: Energizer Hldgs (ENR, Financial)
Edward Owens sold out his holdings in Energizer Hldgs. His sale prices were between $66.37 and $75.49, with an estimated average price of $71.75.
Energizer Holdings is the world's largest manufacturer of primary batteries and flashlights and a global leader in the dynamic business of providing portable power. Energizer Hldgs has a market cap of $5.13 billion; its shares were traded at around $72.74 with a P/E ratio of 13.9 and P/S ratio of 1.2. Energizer Hldgs had an annual average earning growth of 19.1% over the past 10 years. GuruFocus rated Energizer Hldgs the business predictability rank of 3-star.
