Last Updated: September 29, 2016
Inception Date: April 05, 2000
Date Funded: August 28, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ABBV||abbvie inc com||3.33%|
|3||AET||aetna inc new com||3.33%|
|4||AGN||allergan plc shs||3.34%|
|5||ALXN||alexion pharmaceuticals inc||3.33%|
|7||ANTM||anthem inc new||3.33%|
|8||AZN||astrazeneca plc adr||3.34%|
|9||BDX||becton dickinson & co||3.33%|
|11||BMY||bristol myers squibb co||3.33%|
|13||ESRX||express scripts inc cl a||3.33%|
|14||GILD||gilead sciences inc||3.33%|
|15||GSK||glaxosmithkline plc sponsored adr adr||3.33%|
|16||JNJ||johnson & johnson||3.34%|
|17||LLY||lilly eli & co||3.33%|
|19||MDT||medtronic plc shs||3.34%|
|20||MRK||merck & co inc||3.33%|
|21||NVO||novo-nordisk a s adr||3.33%|
|22||NVS||novartis a g adr||3.33%|
|25||SHPG||shire plc adr||3.33%|
|26||SNY||sanofi sponsored adr adr||3.34%|
|28||TEVA||teva pharmaceutical inds ltd adr||3.34%|
|29||TMO||thermo fisher scientific inc||3.34%|
Steps to Create This Folio
- We selected companies with primary business operations in the Medical sector, as defined by Zacks Investment Research.
- We ranked the stocks according to market capitalization and chose 30 stocks with the highest market capitalizations.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 30 securities in the folio.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.