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Vanguard Health Care Fund Buys NVS, AMGN, BMY, UTHR, TEVA, VHS, THC; Sells CEPH, VRTX, NUVA

gurufocus

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If you have health care stocks in your portfolio, you should certainly look at what Edward Owens is doing with health care stocks. Mr. Owens averaged 16.6% a year since his Vanguard Health Care Fund was founded in 1984. Edward Owens bought Novartis Ag Ads, Amgen Inc., Bristolmyers Squibb Co., Teva Pharmaceutical Industries Ltd., United Therapeutics Corp., Vanguard Health Systems, Boston Scientific Corp., Carefusion Corp., Gilead Sciences Inc., Tenet Healthcare Corp., sells Cephalon Inc., Beckman Coulter Inc., Alcon, Vertex Pharmaceuticals Inc., Nuvasive Inc. during the three months ended June 30, 2011, according to the most recent filings of his investment company, Vanguard Health Care Fund. June 30, 2011, Vanguard Health Care Fund owns 79 stocks with a total value of $19.9 billion. These are the details of the buys and sells.

This is the portfolio chart of Edward Owens. You can click on the legend of the chart to show/hide buys, sells or holdings. Each ball on the chart represents a position in the portfolio. You can move your mouse on the balls to see the details of each position and click to see the details of all guru trades with this position.



For the details of Edward Owens's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Edward+Owens

This is the sector weightings of his portfolio:

Health Care 64.7%
Not Assigned 23.4%
Consumer Services 8.2%
Technology 1.8%
Basic Materials 0.7%
Industrials 0.6%
Financials 0.6%


These are the top five holdings of Edward Owens

  1. Merck & Co. Inc. (MRK) - 33,830,248 shares, 6.0011% of the total portfolio. Shares reduced by 0.59%
  2. Forest Laboratories Inc. (FRX) - 25,603,000 shares, 5.0629% of the total portfolio. Shares reduced by 4.48%
  3. UnitedHealth Group Inc. (UNH) - 18,685,100 shares, 4.8445% of the total portfolio.
  4. McKesson Corp. (MCK) - 9,889,900 shares, 4.1584% of the total portfolio.
  5. Pfizer Inc. (PFE) - 38,483,888 shares, 3.9849% of the total portfolio. Shares reduced by 10.63%


Added: Novartis Ag Ads (NVS)

Edward Owens added to his holdings in Novartis Ag Ads by 30.01%. His purchase prices were between $54.23 and $64.52, with an estimated average price of $59.61. The impact to his portfolio due to this purchase was 0.45%. His holdings were 4,869,880 shares as of 06/30/2011.

Novartis AG is committed to improving health and well-being through innovative products and services. Novartis Ag Ads has a market cap of $135.7 billion; its shares were traded at around $59.36 with a P/E ratio of 11.1 and P/S ratio of 2.7. The dividend yield of Novartis Ag Ads stocks is 3.4%. Novartis Ag Ads had an annual average earnings growth of 13.5% over the past 10 years. GuruFocus rated Novartis Ag Ads the business predictability rank of 4-star.

Added: Amgen Inc. (AMGN)

Edward Owens added to his holdings in Amgen Inc. by 8.97%. His purchase prices were between $53.08 and $61.17, with an estimated average price of $57.67. The impact to his portfolio due to this purchase was 0.29%. His holdings were 11,810,355 shares as of 06/30/2011.

Amgen Inc. discovers, develops and delivers innovative human therapeutics. Amgen Inc. has a market cap of $49.56 billion; its shares were traded at around $53.31 with a P/E ratio of 10.3 and P/S ratio of 3.3. Amgen Inc. had an annual average earnings growth of 16.4% over the past 10 years. GuruFocus rated Amgen Inc. the business predictability rank of 3-star.

Added: Bristolmyers Squibb Co. (BMY)

Edward Owens added to his holdings in Bristolmyers Squibb Co. by 17.59%. His purchase prices were between $26.46 and $29.33, with an estimated average price of $28.07. The impact to his portfolio due to this purchase was 0.24%. His holdings were 11,028,361 shares as of 06/30/2011.

Bristol-Myers Squibb Company is a global leader in the research and development of innovative lifesaving and life-enhancing treatments for heart disease; high blood pressure; stroke; diabetes; cancer; HIV/AIDS and other infectious diseases; depression, schizophrenia and other mental disorders; pain; and other conditions. Bristolmyers Squibb Co. has a market cap of $47.84 billion; its shares were traded at around $28.04 with a P/E ratio of 12.8 and P/S ratio of 2.5. The dividend yield of Bristolmyers Squibb Co. stocks is 4.7%. Bristolmyers Squibb Co. had an annual average earnings growth of 15% over the past 5 years.

Added: United Therapeutics Corp. (UTHR)

Edward Owens added to his holdings in United Therapeutics Corp. by 183.36%. His purchase prices were between $53.49 and $70.7, with an estimated average price of $63.39. The impact to his portfolio due to this purchase was 0.18%. His holdings were 1,004,500 shares as of 06/30/2011.

UTD THERAPEUTIC is a biotechnology company focused on combating cardiovascular, inflammatory, and infectious diseases with unique therapeutic products. United Therapeutics Corp. has a market cap of $3.22 billion; its shares were traded at around $55.37 with a P/E ratio of 22.6 and P/S ratio of 5.3.

Added: Boston Scientific Corp. (BSX)

Edward Owens added to his holdings in Boston Scientific Corp. by 15.49%. His purchase prices were between $6.57 and $7.79, with an estimated average price of $7.05. The impact to his portfolio due to this purchase was 0.11%. His holdings were 24,600,000 shares as of 06/30/2011.

Boston Scientific Corporation is a worldwide developer, manufacturer and marketer of minimally invasive medical devices. Boston Scientific Corp. has a market cap of $10.15 billion; its shares were traded at around $6.64 with a P/E ratio of 11.9 and P/S ratio of 1.3. Boston Scientific Corp. had an annual average earnings growth of 2.1% over the past 10 years.

Added: Gilead Sciences Inc. (GILD)

Edward Owens added to his holdings in Gilead Sciences Inc. by 6.66%. His purchase prices were between $38.84 and $42.81, with an estimated average price of $40.7. The impact to his portfolio due to this purchase was 0.1%. His holdings were 8,007,100 shares as of 06/30/2011.

Gilead Sciences, Inc. is an independent biopharmaceutical company that seeks to provide accelerated solutions for patients and the people who care for them. Gilead Sciences Inc. has a market cap of $31.81 billion; its shares were traded at around $40.42 with a P/E ratio of 11.5 and P/S ratio of 4.3. Gilead Sciences Inc. had an annual average earnings growth of 31.4% over the past 5 years.

Added: Carefusion Corp. (CFN)

Edward Owens added to his holdings in Carefusion Corp. by 20.07%. His purchase prices were between $26.4 and $29.89, with an estimated average price of $28.37. The impact to his portfolio due to this purchase was 0.1%. His holdings were 4,284,654 shares as of 06/30/2011.

CareFusion is a global corporation serving the health care industry with products and services that help hospitals measurably improve the safety and quality of care. Carefusion Corp. has a market cap of $5.49 billion; its shares were traded at around $24.55 with a P/E ratio of 16 and P/S ratio of 1.3.

New Purchase: Teva Pharmaceutical Industries Ltd. (TEVA)

Edward Owens initiated holdings in Teva Pharmaceutical Industries Ltd.. His purchase prices were between $45.01 and $50.9, with an estimated average price of $48.68. The impact to his portfolio due to this purchase was 0.19%. His holdings were 800,000 shares as of 06/30/2011.

TEVA Pharmaceuticals USA, the business is to develop, manufacture, and market generic pharmaceuticals. Teva Pharmaceutical Industries Ltd. has a market cap of $37.52 billion; its shares were traded at around $42.06 with a P/E ratio of 8.9 and P/S ratio of 2.3. The dividend yield of Teva Pharmaceutical Industries Ltd. stocks is 1.9%. Teva Pharmaceutical Industries Ltd. had an annual average earnings growth of 37.1% over the past 10 years. GuruFocus rated Teva Pharmaceutical Industries Ltd. the business predictability rank of 2.5-star.

New Purchase: Vanguard Health Systems (VHS)

Edward Owens initiated holdings in Vanguard Health Systems. His purchase prices were between $17.38 and $18.05, with an estimated average price of $17.8. The impact to his portfolio due to this purchase was 0.17%. His holdings were 1,944,800 shares as of 06/30/2011.

Vanguard Health Systems Inc. is engaged in the ownership and operation of acute care hospitals, outpatient facilities, and related health plans. Vanguard Health Systems has a market cap of $1.14 billion; its shares were traded at around $15.99 .

New Purchase: Tenet Healthcare Corp. (THC)

Edward Owens initiated holdings in Tenet Healthcare Corp.. His purchase prices were between $5.91 and $7.63, with an estimated average price of $6.5. The impact to his portfolio due to this purchase was 0.02%. His holdings were 500,000 shares as of 06/30/2011.

Tenet Healthcare Corp. is an investor-owned health care services company. Tenet Healthcare Corp. has a market cap of $2.5 billion; its shares were traded at around $5.1 with a P/E ratio of 15.9 and P/S ratio of 0.3. Tenet Healthcare Corp. had an annual average earnings growth of 10.9% over the past 5 years.

Reduced: Cephalon Inc. (CEPH)

Edward Owens reduced to his holdings in Cephalon Inc. by 79.9%. His sale prices were between $75.38 and $80.11, with an estimated average price of $78.69. The impact to his portfolio due to this sale was -1.63%. Edward Owens still held 1,017,230 shares as of 06/30/2011.

Cephalon is an international biopharmaceutical company focused on thediscovery, development and marketing of products to treat sleep disorders,neurological disorders, cancer and pain. Cephalon Inc. has a market cap of $6.18 billion; its shares were traded at around $79.95 with a P/E ratio of 9.6 and P/S ratio of 2.2. Cephalon Inc. had an annual average earnings growth of 17.3% over the past 10 years.

Reduced: Vertex Pharmaceuticals Inc. (VRTX)

Edward Owens reduced to his holdings in Vertex Pharmaceuticals Inc. by 23.31%. His sale prices were between $45.01 and $58.01, with an estimated average price of $51.47. The impact to his portfolio due to this sale was -0.18%. Edward Owens still held 2,302,800 shares as of 06/30/2011.

Vertex Pharmaceuticals Inc. discovers, develops and markets small molecule drugs that address major unmet medical needs. Vertex Pharmaceuticals Inc. has a market cap of $10.1 billion; its shares were traded at around $49.05 with and P/S ratio of 70.5. Vertex Pharmaceuticals Inc. had an annual average earnings growth of 13.3% over the past 10 years.

Reduced: Nuvasive Inc. (NUVA)

Edward Owens reduced to his holdings in Nuvasive Inc. by 21.13%. His sale prices were between $24.98 and $34.65, with an estimated average price of $30.8. The impact to his portfolio due to this sale was -0.06%. Edward Owens still held 1,680,103 shares as of 06/30/2011.

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 $1.08 billion; its shares were traded at around $27.1 with a P/E ratio of 30.5 and P/S ratio of 2.2.

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gurufocus
GuruFocus - Stock Picks and Market Insight of Gurus

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