With consumer confidence on the slide and the S&P 500 down nearly 10% over the past 12 months, it's no surprise that many fund managers are consolidating their positions in the types of companies that might actually thrive during a worst-case, bear-market scenario. Morningstar has been keeping tabs on the stock portfolio selections of more than 15 "all-star managers" - including Bill Miller, Mario Gabelli, Martin Whitman and Ronald Baron - to track which stocks are gaining in popularity. The basic idea, of course, is that if a majority of all-star managers agree on a certain stock, it might be worth checking out.

With that in mind, Morningstar reveals which financial, healthcare, and tech stocks are on the radars of these all-star managers. Within the technology sector, for example, there has been relatively strong buying of established names such as Microsoft, Cisco, Intel, Dell and eBay. Within healthcare, two of the more popular names include Johnson & Johnson and UnitedHealth Group. Within financial services, several of the more popular names include AIG, American Express, Citigroup and Merrill Lynch.

NOTE: Please keep in mind that TradeKing does not specifically endorse any of the securities or trading strategies mentioned. Depending on your risk-reward profile, this trade may or may not be suitable for your portfolio. The stocks mentioned are for educational purposes only.

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