5 Health Care Stocks in Gurus' Portfolios

Pfizer and Gilead on the list

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Apr 16, 2019
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According to the GuruFocus All-In-One Screener, the following health care stocks are popular among gurus.

Anthem Inc. (ANTM) is held by 24 gurus

The company, which provides network-based managed care plans, has a market cap of $65.05 billion. Its revenue of $92.10 billion has grown 12.50% over a 10-year period.

The stock is trading with a price-earnings ratio of 14.56. The current share price of $252.85 is 20.48% below its 52-week high and 14.95% above its 52-week low. Over the last 10 years, it has returned 485%.

The company’s largest shareholder among the gurus is the Andreas Halvorsen (Trades, Portfolio)’s Viking Global Investors with 1.98% of outstanding shares, followed by Vanguard Health Care Fund (Trades, Portfolio) with 1.35%, First Eagle Investment (Trades, Portfolio) with 0.96% and Barrow, Hanley, Mewhinney & Strauss with 0.80%.

Allergan PLC (AGN) is held by 25 gurus

The company, which manufactures brand-name pharmaceutical products, has a market cap of $47.87 billion. Its revenue of $15.78 billion has grown 7.50% over the past decade.

The stock is trading with a forward price-earnings ratio of 8.86. The current share price of $144.95 is 26.42% below its 52-week high and 15.19% above its 52-week low. Over the past decade, it has returned 382%.

Vanguard Health Care Fund (Trades, Portfolio) is the company's largest guru shareholder with 4.74% of outstanding shares, followed by Seth Klarman (Trades, Portfolio)’s Baupost Group with 1.43%, Mason Hawkins' (Trades, Portfolio) Southeastern Asset Management with 0.65% and Jim Simons' (Trades, Portfolio) Renaissance Technologies with 0.54%.

Pfizer Inc. (PFE) is held by 22 gurus

The company, which develops medicines and vaccines, has a $231.57 billion market cap. Its revenue of $53.64 billion has grown 1.70% over the last 10 years.

The stock is trading with a price-earnings ratio of 22.42. The current price of $41.71 is 10.24% below its 52-week high and 21.36% above its 52-week low. Over the past decade, it has returned 200%.

The company’s largest guru shareholder is Ken Fisher (Trades, Portfolio) with 0.75% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 0.56% and Pioneer Investments (Trades, Portfolio) with 0.33%.

Merck & Co. Inc. (MRK) is held by 26 gurus

The manufacturer of pharmaceutical products has a market cap of $205.17 billion. Its revenue of $30.55 billion has risen 2% over a 10-year period.

The stock is trading with a price-earnings ratio of 34.24. The current share price of $79.43 is 5.27% below its 52-week high and 41.20% above its 52-week low. Over the last 10 years, it has returned 207%.

With 0.74% of outstanding shares, Vanguard Health Care Fund (Trades, Portfolio) is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 0.36%, Fisher with 0.33% and the Richard Pzena (Trades, Portfolio)’s Pzena Investment Management with 0.14%.

Gilead Sciences Inc. (GILD) is held by 23 gurus

The company, which discovers new medicines for unmet medical needs, has a $83.23 billion market cap. Its revenue of $22.12 billion has grown 24.60% over the last 10 years.

The stock is trading with a price-earnings ratio of 15.69. The current share price of $65.28 is 18.0% below its 52-week high and 8.22% above its 52-week low. Over the past decade, it has returned a gain of 191%.

The company’s largest guru shareholder is Dodge & Cox with 1.30% of outstanding shares, followed by Simons’ firm with 0.42%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.28% and Pioneer Investments (Trades, Portfolio) with 0.26%.

Disclosure: I do not own any stocks mentioned.

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