5 Health Care Stocks in Gurus' Portfolios

PTC Therapeutics makes the list

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Jul 10, 2019
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According to the GuruFocus All-In-One Screener, the following health care stocks are popular among gurus.

Integer Holdings Corp. (ITGR, Financial) is held by nine gurus

The medical devices and components manufacturer has a market cap of $2.66 billion. Its revenue of $1.23 billion has grown 5.40% over a 10-year period.

The stock is trading with a price-earnings ratio of 14.60. The share price of $81.8 is 11.29% below the 52-week high and 24.10% above the 52-week low. Over the last 10 years, it has returned 325%.

The company’s largest shareholder among the gurus is Ken Fisher (Trades, Portfolio) with 2.92% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) with 0.56% and Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.35%.

Agios Pharmaceuticals Inc. (AGIO, Financial) is held by five gurus

The biopharmaceutical company has a market cap of $2.59 billion. Its revenue of $115.85 million has not grown over the past decade.

The stock is trading with a price-book ratio of 4.14. The current share price of $46.4 is 52.54% below the 52-week high and 7.61% above the 52-week low. Over the past decade, it has returned 43%.

The Vanguard Health Care Fund (Trades, Portfolio) is the company's largest guru shareholder with 7.56% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.24%, Steven Cohen (Trades, Portfolio) with 0.19% and the Eaton Vance Worldwide Health Sciences Fund (Trades, Portfolio) with 0.16%.

PTC Therapeutics Inc. (PTCT, Financial) is held by six gurus

The company, which develops orally administered, small-molecule therapeutics, has a $2.60 billion market cap. Its revenue of $262.26 billion has not changed over the past decade.

The stock is trading with a price-book ratio of 4.8. The current price of $43.95 is 11.41% below the 52-week high and 57.65% above the 52-week low. Over the last 10 years, it has returned 163%.

The company’s largest guru shareholder is Cohen with 4.97% of outstanding shares, followed by Simons with 1.55% and Fisher with 0.23%.

AMN Healthcare Services Inc. (AMN, Financial) is held by four gurus

The health care company has a market cap of $2.51 billion. Its revenue of $2.14 billion has grown 5.80% over a 10-year period.

The stock is trading with a price-earnings ratio of 19.53. The current share price of $54.25 is 17.72% below the 52-week high and 20.21% above the 52-week low. Over the last 10 years, it has returned 768%.

With 0.99% of outstanding shares, Cohen is the company's largest guru shareholder, followed by Chuck Royce (Trades, Portfolio) with 0.38%, John Hussman (Trades, Portfolio) with 0.06% and Greenblatt’s with 0.03%.

Intercept Pharmaceuticals Inc. (ICPT, Financial) is held by three gurus.

The biotech company has a $2.4 billion market cap. Its revenue of $30.72 billion has not changed over the last 10 years.

The current share price of $74.86 is 44.46% below the 52-week high and 1.74% above the 52-week low. Over the past decade, it has returned a gain of 285%.

The company’s largest guru shareholder is Cohen with 2.18% of outstanding shares, followed by Fisher with 0.13% and Greenblatt with 0.01%.

Disclosure: I do not own any stocks mentioned.

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