FG

Focused Growth Portfolio

Mutual Fund
PACIFIC SELECT FUND
Last update 2025-02-27 37 Stocks (5 new)
Value $623.00 Mil Turnover 7 %
Countries:
Focused Growth Portfolio Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
144,003
60,697.3
-32.50%
9.740
-3.31%
0.000
+32.21%
+21.72%
3,798,773.2
Software
NVDA
NVIDIA Corp
409,517
54,994.0
-29.25%
8.830
-2.28%
0.000
+63.26%
+29.41%
4,237,338.0
Semiconductors
AMZN
Amazon.com Inc
233,373
51,199.7
-9.23%
8.220
-0.49%
0.000
+24.56%
+5.91%
2,466,762.6
Retail - Cyclical
AAPL
Apple Inc
164,203
41,119.7
-29.93%
6.600
-1.81%
0.000
+2.88%
-14.30%
3,197,760.3
Hardware
GOOG
Alphabet Inc
170,108
32,395.4
-21.89%
5.200
-0.88%
0.000
+19.84%
+1.73%
2,330,851.1
Interactive Media
MA
Mastercard Inc
60,368
31,788.0
0%
5.100
0%
0.010
+5.61%
+7.72%
512,803.1
Credit Services
META
Meta Platforms Inc
52,733
30,875.7
-40.98%
4.950
-2.32%
0.000
+34.71%
+22.77%
1,804,381.8
Interactive Media
ORCL
Oracle Corp
127,097
21,179.4
-44.03%
3.400
-1.89%
0.000
+76.83%
+46.80%
681,549.3
Software
BKNG
Booking Holdings Inc
3,995
19,848.8
-42.89%
3.190
-1.40%
0.010
+18.24%
+15.13%
185,440.6
Travel & Leisure
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
89,790
17,732.6
-23.29%
2.850
-0.52%
0.000
+47.63%
+23.20%
1,252,700.2
Semiconductors

Focused Growth Portfolio's Historical Top Holdings Breakdowns

Focused Growth Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT
Microsoft Corp
2024-12-31
Reduce
Reduce
-3.31%
406.35 ($426.03) 454.46
$511.10
19.97%
Reduce -32.5%
144,003
-69,338
WDAY
Workday Inc
2024-12-31
Sold Out
Sold Out
-2.54%
233.85 ($255.7) 279.91
$238.30
-6.80%
Sold Out
0
-93,788
META
Meta Platforms Inc
2024-12-31
Reduce
Reduce
-2.32%
554.08 ($587.14) 632.68
$717.57
22.21%
Reduce -40.98%
52,733
-36,612
NVDA
NVIDIA Corp
2024-12-31
Reduce
Reduce
-2.28%
118.85 ($138.16) 148.88
$173.75
25.76%
Reduce -29.25%
409,517
-169,320
AMD
Advanced Micro Devices Inc
2024-12-31
Sold Out
Sold Out
-2.11%
118.88 ($143.64) 172.8
$162.21
12.92%
Sold Out
0
-116,034
ABBV
AbbVie Inc
2024-12-31
Sold Out
Sold Out
-1.99%
164.99 ($183.65) 203.87
$190.66
3.82%
Sold Out
0
-91,044
ORCL
Oracle Corp
2024-12-31
Reduce
Reduce
-1.89%
165.41 ($177.81) 192.43
$242.90
36.60%
Reduce -44.03%
127,097
-99,991
AAPL
Apple Inc
2024-12-31
Reduce
Reduce
-1.81%
221.69 ($235.83) 259.02
$213.85
-9.32%
Reduce -29.93%
164,203
-70,133
AVGO
Broadcom Inc
2024-12-31
New Buy
New Buy
+1.60%
159.67 ($185.23) 250
$289.15
56.10%
New holding
42,942
42,942
SGRY
Surgery Partners Inc
2024-12-31
New Buy
New Buy
+1.56%
19.61 ($26.14) 33.03
$21.00
-19.66%
New holding
460,166
460,166

Focused Growth Portfolio Total Holding History ($B)

To

Focused Growth Portfolio's Asset Allocation

To

Focused Growth Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Focused Growth Portfolio's Hypothetical Growth since 2024-12-31

Focused Growth Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Focused Growth Portfolio's Holdings Heat Map

Size field:

Focused Growth Portfolio's Holdings Bubble Chart

Focused Growth Portfolio News

  • 1

Discussions on Focused Growth Portfolio

No discussions yet.