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Investing Specialists

Nine Health-Care Stocks from Our Ultimate Stock-Pickers

An early read on second-quarter purchases by several of our top managers uncovers health-care ideas.

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By Alan Rambaldini | Stock Analyst

While most of our Ultimate Stock-Pickers have yet to file their second-quarter holdings with the SEC, we've had a chance to sift through the holdings, purchases, and sales of top managers  Amana Trust Growth (AMAGX),  Amana Trust Income (AMANX),  Aston/Montag & Caldwell Growth (MCGIX), and  Parnassus Equity Income (PRBLX), all of which provide monthly holdings data for their funds. Our inspection uncovered more than a few high-conviction purchases, such as  Accenture (ACN),  McGraw-Hill (MHP), and  Paychex (PAYX), as well as a spattering of health-care names that these managers were buying with a similar degree of conviction.

As you may recall from our last article, we noted that health care has been one of the three sectors that the management team at  Vanguard PRIMECAP (VPMCX) has been keenly focused on, given the impact that the aging of the baby boomers is expected to have on the industry longer term. We also noted that near-term concerns over a government-sponsored health-care plan have suppressed the stock prices of many of the firms operating in the sector. So it wasn't too surprising to see continued buying by some of the other top managers in our Investment Manager Roster.

The Morningstar Ultimate Stock-Pickers Team does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.