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Becton Dickinson and Company (BDX $147.51)
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Stryker Corporation (SYK $294.45)
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Thermo Fisher Scientific Inc (TMO $459.30)
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iShares Biotechnology ETF (IBB $172.28)
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iShares U.S. Medical Devices ETF (IHI $48.70)
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AbbVie CDR (CAD Hedged) (ABBV)
Q: Still trying to figure out what to do with these healthcare names. Poor momentum and healthcare is unloved. If I sell I can move to something that's working and still sell with gain. Is this the wrong thinking because one should always have exposure to healthcare, even if it is not doing well? I have lots of tech, industrials, financials, and materials, but do have exposure to some healthcare in each portfolio I'm managing.