Putnam Investment’s Top Healthcare Stock Investments: PFE, JNJ, BAX, AET

Wall St. Watchdog reveals information regarding Putnam Investment Management’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 174 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $3.755 billion.

  • Pfizer Inc. (NYSE:PFE): On 06/30/2011, Putnam Investment Management reported holding 2,261,555 shares with a market value of $46,588,034. This comprised 0.23% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 29,044,741 shares with a market value of $513,511,030. This comprised 1.83% of the total portfolio. The net change in shares for this position over the two quarters is 26,783,186. About Company: Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals. The Company’s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.
  • Johnson & Johnson (NYSE:JNJ): On 06/30/2011, Putnam Investment Management reported holding 440,721 shares with a market value of $29,316,759. This comprised 0.14% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 4,468,675 shares with a market value of $284,609,905. This comprised 1.01% of the total portfolio. The net change in shares for this position over the two quarters is 4,027,954. About Company: Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.
  • Baxter International Inc. (NYSE:BAX): On 06/30/2011, Putnam Investment Management reported holding 397,684 shares with a market value of $23,737,757. This comprised 0.12% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 4,846,318 shares with a market value of $272,072,290. This comprised 0.97% of the total portfolio. The net change in shares for this position over the two quarters is 4,448,634. About Company: Baxter International Inc. develops, manufactures, and markets products and technologies related to hemophilia, immune disorders, infectious diseases, kidney disease, trauma and other chronic and acute medical conditions. The Company’s products are used by hospitals, kidney dialysis centers, nursing homes, rehabilitation centers, doctors’ offices, and research laboratories.
  • Aetna Inc. (NYSE:AET): On 06/30/2011, Putnam Investment Management reported holding 7,580,942 shares with a market value of $334,243,734. This comprised 1.63% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 7,216,376 shares with a market value of $262,243,105. This comprised 0.93% of the total portfolio. The net change in shares for this position over the two quarters is -364,566. About Company: Aetna Inc. is a diversified health care benefits company that provides healthcare and related benefits, serving health care members, dental members, and group insurance customers. The Company offers medical, pharmacy, dental, behavioral health, group life and disability plans, and medical management capabilities and health care management services for Medicaid plans.
  • Merck & Co. Inc. (NYSE:MRK): On 06/30/2011, Putnam Investment Management reported holding 5,266,023 shares with a market value of $185,837,956. This comprised 0.9% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 6,521,596 shares with a market value of $213,256,194. This comprised 0.76% of the total portfolio. The net change in shares for this position over the two quarters is 1,255,573. About Company: Merck & Co., Inc. is a global pharmaceutical company that discovers, develops, manufactures, and markets a broad range of human and animal health products. Merck’s products include a treatment for elevated cholesterol, a treatment for male pattern hair loss, a preventive treatment for osteoporosis, a treatment for hypertension, and a treatment for allergic rhinitis.
  • Covidien Plc (NYSE:COV): On 06/30/2011, Putnam Investment Management reported holding 3,626,178 shares with a market value of $193,021,453. This comprised 0.94% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 3,670,483 shares with a market value of $161,868,295. This comprised 0.58% of the total portfolio. The net change in shares for this position over the two quarters is 44,305. About Company: Covidien PLC is a global healthcare products company. The Company develops, manufactures and distributes a diverse range of medical devices and supplies, diagnostics imaging agents, pharmaceuticals and other healthcare products for use in clinical and home settings.
  • Cigna Corporation (NYSE:CI): On 06/30/2011, Putnam Investment Management reported holding 270,052 shares with a market value of $13,888,774. This comprised 0.07% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 3,651,952 shares with a market value of $153,162,862. This comprised 0.54% of the total portfolio. The net change in shares for this position over the two quarters is 3,381,900. About Company: CIGNA Corporation, through its subsidiaries, provides group life and health insurance, managed care products and services, retirement products and services, and individual financial services worldwide. The Company also sells individual life and health insurance and annuity products in selected international locations.
  • Celgene Corporation (NASDAQ:CELG): On 06/30/2011, Putnam Investment Management reported holding 178,526 shares with a market value of $10,768,688. This comprised 0.05% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 1,994,674 shares with a market value of $123,490,267. This comprised 0.44% of the total portfolio. The net change in shares for this position over the two quarters is 1,816,148. About Company: Celgene Corporation is a global biopharmaceutical company. The Company focuses on the discovery, development, and commercialization of therapies designed to treat cancer and immune-inflammatory related diseases.
  • Thermo Fisher Scientific Inc. (NYSE:TMO): On 06/30/2011, Putnam Investment Management reported holding 182,735 shares with a market value of $11,766,307. This comprised 0.06% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 2,227,500 shares with a market value of $112,800,599. This comprised 0.4% of the total portfolio. The net change in shares for this position over the two quarters is 2,044,765. About Company: Thermo Fisher Scientific, Inc. manufactures scientific instruments, consumables, and chemicals. The Company offers analytical instruments, laboratory equipment, software, services, consumables, reagents, chemicals, and supplies to pharmaceutical and biotech companies, hospitals and clinical diagnostic labs, universities, research institutions, and government agencies.
  • Cubist Pharmaceuticals Inc. (NASDAQ:CBST): On 06/30/2011, Putnam Investment Management reported holding 133,248 shares with a market value of $4,795,596. This comprised 0.02% of the total portfolio. On 09/30/2011, Putnam Investment Management reported holding 3,100,793 shares with a market value of $109,520,008. This comprised 0.39% of the total portfolio. The net change in shares for this position over the two quarters is 2,967,545. About Company: Cubist Pharmaceuticals, Inc. is a drug company that discovers, develops, and commercializes novel drugs to treat infections. The Company’s lead product is a unique agent with bactericidal activity that addresses the critical need for new antibiotics with potent activity against life threatening infections.

(Note: Data regarding Putnam Investment Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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