013 jumped in Oct 2012 due to KRFT IPO. Health Care 2012/13 jumped after ESRX's acquisition of Medco. Telecom 2011/12 jumped due to CTL's Qwest and Savvis acquisition. EFTA01476500 US Equity Insights 20 November 2015 Page 40 Deutsche Bank Securities Inc. Figure 69: What to buy now (large caps)? D