Top 10 Holdings of Our Ultimate Stock-Pickers' Index
While Healthcare names continue to present opportunities, our lists revealed names from other sectors that may be compelling.
The Morningstar Ultimate Stock-Pickers Team
Ultimate Stock-Pickers layers Morningstar's own stock recommendations over a cross-section of great investors' stock picks to uncover enticing opportunities. For more, visit the Ultimate Stock-Pickers homepage and sign up for Ultimate Stock-Pickers e-mail alerts.
More From The Morningstar Ultimate Stock-Pickers Team
Ultimate Stock-Pickers: Top 10 Buys and Sells
While our top managers were once again net sellers during the period, they still made some bullish consumer cyclical bets.
Ultimate Stock-Pickers: Top 10 High-Conviction and New-Money Purchases
Our early read on the buying and selling activity of our top managers uncovered a few ideas worth considering.
Our Ultimate Stock-Pickers' Top 10 Dividend-Yielding Stocks
We take a closer look at four high-quality healthcare firms with solid dividend yields.
Ultimate Stock-Pickers: Top 10 Buys and Sells
Trading activity picked up, but our top managers remained net sellers in the fourth quarter as they maintained a cautious stance toward the market.
Ultimate Stock-Pickers: Top 10 High-Conviction and New-Money Purchases
While overall activity for our top managers decreased again, our early read on the buying and selling activity during the period did uncover a few ideas worth considering.
Top 10 Holdings of Our Ultimate Stock-Pickers' Index
Relatively weak performance from the healthcare sector has created opportunities for long-term investors to consider.
Ultimate Stock-Pickers: Top 10 Buys and Sells
Wide-moat rated MasterCard replaces Bank of America on the list of top 10 conviction holdings.
Ultimate Stock-Pickers' Top 10 High-Conviction Picks and New-Money Buys
While overall activity for our managers decreased again, we did uncover a few ideas worth considering.
Our Ultimate Stock-Pickers Top 10 Dividend-Yielding Stocks
Our top managers' focus on high-quality dividend-paying stocks remains pertinent as yield is difficult to find in a period of historically low interest rates.
Ultimate Stock-Pickers: Top 10 Buys and Sells
Our top managers were net sellers during the most recent period but still found several names worth buying.
Our Ultimate Stock-Pickers Top 10 New-Money Purchases
While there was much less conviction buying during the second quarter, our top managers did find a few nuggets.
A Deeper Look at Three of Our Top Performing Ultimate Stock-Pickers
Ahead of our conversation with Stephen Yacktman, Dennis Lynch, and Michael Keller at the Morningstar Investment Conference, we examine their top holdings and where they are putting money to work today.
Ultimate Stock-Pickers: Top 10 Buys and Sells
The volatility brought on by concerns over global economic growth in the first quarter presented our top managers with both buying and selling opportunities.
Volatility Spurs Buying Among the Ultimate Stock-Pickers
Top money managers found more places to invest in the first-quarter as market movements opened opportunities in high-quality names.
4 Dividend-Payers From the Ultimate Stock-Pickers
These firms are both trading at a significant discount to their fair value estimates and offer a solid dividend yield.
Ultimate Stock-Pickers: Top 10 Buys and Sells
Ahead of the sell-off, top managers were cautious in adding to positions and continued to sell fully valued, flawed, or more liquid securities to meet redemption requests.
Ultimate Stock-Pickers: Top Managers' High-Conviction Picks
Before the market turmoil of 2016, buying activity remained low, but these top managers did put some money to work in firms with defensible economic moats.
Ultimate Stock-Pickers: Top 10 Best Performing Ideas
While the downturn in the equity markets in the back half of 2015 has been detrimental to our top managers' year-to-date performance it has also uncovered a handful of best ideas for the year ahead.
Ultimate Stock-Pickers: Top 10 Buys and Sells
The downturn in the global equity markets provided our top managers with the opportunity to add to existing holdings and make new-money purchases.
Ultimate Stock-Pickers: Top 10 High-Conviction and New-Money Purchases
Top equity-fund managers made few high-conviction purchase in the third quarter, continuing a nine-quarter trend.
The Ultimate Stock-Pickers’ Top 10 Dividend Stocks
Top managers' focus on high-quality dividend-paying stocks should limit the negative impact of more volatile global equity markets.
Ultimate Stock-Pickers' Top 10 Buys and Sells
What top managers were doing in the months leading up to the global equity market downturn.
Ultimate Stock-Pickers’ Top 10 High-Conviction and New-Money Purchases
Big moves were scarcer in the second quarter among these top money managers.
Ultimate Stock-Pickers: Top Holdings of Top-Performing Managers
Our Ultimate Stock-Pickers Index continues to beat the market even as relatively few of our top managers are outperforming the S&P 500.
Ultimate Stock-Pickers: Top 10 Buys and Sells
Top managers continue to find opportunities for some new-money purchases, while taking full advantage of a rising stock market to book gains in shares trading above their fair value estimates.
Ultimate Stock-Pickers’ Top 10 High-Conviction and New-Money Purchases
Top managers were finding new places to put money to work and adding to existing high-conviction ideas in the first quarter.
The Ultimate Stock-Pickers’ Top 10 Dividend Stocks
These top managers continue to focus on higher-quality dividend-paying stocks in a market that has become more volatile of late.
Ultimate Stock-Pickers' Top 10 Buys and Sells
Top managers continue to find opportunities for new-money purchases (albeit fewer than in past periods), while taking full advantage of a rising stock market to book some gains.
Ultimate Stock-Pickers' Top 10 High-Conviction Purchases
These top investment managers put new money to work in several wide-moat names, including United Technologies.