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Biotech / Medical : Novartis -- Ignore unavailable to you. Want to Upgrade?

To: Chuck. Edwards who wrote (99)	11/7/1997 12:12:00 PM
From: Tom Wilkes	Read Replies (1) \| Respond to of 296

Actually, Chuck, just too much time on my hands. Besides, at Morningstar.net it is easy, and, I was simply curious. I even dug further after posting what you saw. I ended up finding 13 funds holding Novartis as their largest position, 21 funds holding it either first or second, 31 holding it within their top four, and 41 holding it in their top ten. In addition, I found 10 that had more than 3% of their portfolio in Novartis alone. In comparison, Roche was held by only 15, and first or second by only 2 funds. Glaxo and Smithhkline Beecham were held by only a handful. I did not look at Rhone-Poulenc. I flipped through the top ten holdings of a total of about 65 different international and European funds. Yeah, research is my kind of geeky thing. Just having bought Ericsson, I noticed that at the "Smith Barney International Equity A" fund, Novartis was 1st and Ericsson was 2nd. I should work there ! Stay in touch. Tom