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Investing Specialists

Our Ultimate Stock-Pickers' Top 10 Buys and Sells

Funds see value in a diverse range of sectors.

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For the past decade, our primary goal with Ultimate Stock-Pickers has been to uncover investment ideas our equity analysts and top investment managers find attractive, in a manner timely enough for investors to gain some value. As part of this process, we scour the quarterly and monthly holdings of 26 separate investment managers: 22 managers oversee mutual funds covered by Morningstar's manager research group and four Stock-Pickers run the investment portfolios of large insurance companies. As the data from their holdings becomes available, we identify trends and outliers among their holdings as well as meaningful purchases and sales that took place during the period under examination.

In our last article two weeks prior, we walked through our early read on our Ultimate Stock-Pickers' purchasing activity during the fourth quarter of 2021. The piece itself was an early read on individual purchases--focused on high-conviction and new-money buys--that were made during the period, based on the holdings of almost all our top managers. Now that all Ultimate Stock-Pickers have reported their holdings for the period, we think it is appropriate to examine our managers' high-conviction purchases and sales in aggregate. As stock prices have changed since our Ultimate Stock-Pickers made their buying and selling decisions, we urge investors to analyze securities at current valuation levels before making any investment decisions--we will provide our fair value estimates, moat ratings, stewardship ratings, and uncertainty ratings to help them along the way.

Justin Pan does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.