5 Health Care Stocks in Gurus' Portfolios

Amgen, Innoviva among stocks investors are buying

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Jan 08, 2018
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According to the GuruFocus All-In-One Screener, the following health care stocks are popular among gurus.

Twenty-two gurus are invested in Amgen Inc. (AMGN, Financial).

The biotechnology company has a market cap of $131.14 billion. Its revenue has grown 10.50% annually over the past 10 years.

The stock is trading with a price-earnings (P/E) ratio of 16.31. The current stock price of $180.65 is 5.47% below its 52-week high and 20.13% above its 52-week low. Over the past decade, it has returned a gain of 279%.

The company’s largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 3.07% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.54%, David Carlson (Trades, Portfolio) with 0.06% and Pioneer Investments (Trades, Portfolio) with 0.04%.

Seven gurus have positions in Innoviva Inc. (INVA, Financial).

The biopharmaceutical company has a market cap of $1.53 billion. Its revenue has declined 3.50% annually over the past decade.

The current stock price of $14.19 is 4.57% below its 52-week high and 37.77% above its 52-week low. Over the past 10 years, it has returned a loss of 14%.

First Eagle Investment (Trades, Portfolio) is the company's largest guru shareholder with 3.63% of outstanding shares, followed by Simons with 2% and Steven Cohen (Trades, Portfolio) with 1.78%.

Four gurus are invested in Vanda Pharmaceuticals Inc. (VNDA, Financial).

The drugmaker has a market cap of $685.13 million. The current stock price of $15.25 is 19.69% below its 52-week high and 28.15% above its 52-week low. Over the past 10 years, it has returned a gain of 168%.

With 2.71% of outstanding shares, Simons is the company's largest guru shareholder, followed by Joel Greenblatt (Trades, Portfolio) with 0.32%.

Six gurus have positions in Alnylam Pharmaceuticals Inc. (ALNY, Financial).

The biopharmaceutical company has a market cap of $12.67 billion. Its revenue has declined 10.90% annually over the past 10 years.

The current stock price of $127.73 is 13.48% below its 52-week high and 255% above its 52-week low. Over the past decade, it has returned a gain of 307%.

Dodge & Cox is the company's largest guru shareholder with 9.22% of outstanding shares, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 8.01% and John Griffin (Trades, Portfolio) with 1.54%.

Six gurus are invested in Xencor Inc. (XNCR, Financial).

The biotechnology company has a market cap of $1.07 billion.

The current stock price of $22.83 is 20.29% below its 52-week high and 23.07% above its 52-week low. Over the past decade, it has returned a gain of 174%.

The company’s largest guru shareholder is PRIMECAP Management with 19.56% of outstanding shares, followed by Simons with 0.32%, Greenblatt with 0.31% and Cohen with 0.16%.

Disclosure: I do not own any stocks mentioned in this article.