FM
| |
Frontier Mid Cap Growth PortfolioMutual Fund | |
| Brighthouse Funds Trust II | |
| Last update 2025-06-24 | 90 Stocks (7 new) |
| Value $889.00 Mil | Turnover 14 % |
Frontier Mid Cap Growth Portfo... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LNG | Cheniere Energy Inc | 105,479 | 24,407.8 | +176.19% | 2.750 | +1.75% | 0.050 | +0.31% | +8.29% | 51,381.0 | Oil & Gas | |
XPO | XPO Inc | 213,494 | 22,967.7 | +4.65% | 2.580 | +0.11% | 0.180 | +34.77% | -0.59% | 15,359.6 | Transportation | |
FTAI | FTAI Aviation Ltd | 199,219 | 22,119.3 | -15.63% | 2.490 | -0.51% | 0.190 | +24.67% | -19.27% | 11,860.6 | Business Services | |
PLTR | Palantir Technologies Inc | 257,356 | 21,720.8 | -46.18% | 2.440 | -1.61% | 0.010 | +64.20% | +103.61% | 363,402.9 | Software | |
BECN | Beacon Roofing Supply Inc | 151,927 | 18,793.4 | -20.45% | 2.110 | -0.38% | 0.240 | +4.87% | +22.24% | 7,718.6 | Industrial Distribution | |
TWLO | Twilio Inc | 190,182 | 18,620.7 | -6.17% | 2.090 | -0.13% | 0.120 | +48.77% | +16.96% | 19,299.5 | Software | |
AON | Aon PLC | 43,726 | 17,450.6 | +22.93% | 1.960 | +0.37% | 0.020 | -3.28% | -0.87% | 76,578.8 | Insurance | |
APP | AppLovin Corp | 64,695 | 17,142.2 | -27.56% | 1.930 | -0.77% | 0.020 | +52.71% | +12.34% | 123,098.4 | Media - Diversified | |
FICO | Fair Isaac Corp | 9,238 | 17,036.3 | -4.34% | 1.920 | -0.08% | 0.040 | -20.09% | -23.39% | 37,128.1 | Software | |
FTNT | Fortinet Inc | 174,709 | 16,817.5 | +5.00% | 1.890 | +0.09% | 0.020 | +9.14% | +11.05% | 80,307.5 | Software |
Frontier Mid Cap Growth Portfolio's Historical Top Holdings Breakdowns
Frontier Mid Cap Growth Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LNG | Cheniere Energy Inc | 2025-03-31 | Add Add | +1.75% | 209.32 ($225.16) 253.66 | $231.67 | 2.89% | Add 176.19% | 105,479 | 67,288 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -1.61% | 64.98 ($87.82) 124.62 | $153.99 | 75.35% | Reduce -46.18% | 257,356 | -220,822 | |
NTRA | Natera Inc | 2025-03-31 | Reduce Reduce | -1.47% | 132.63 ($160.74) 177 | $143.38 | -10.80% | Reduce -59.9% | 64,417 | -96,214 | |
COIN | Coinbase Global Inc | 2025-03-31 | Sold Out Sold Out | -1.30% | 172.23 ($242.13) 301.3 | $410.75 | 69.64% | Sold Out | 0 | -54,367 | |
ALGM | Allegro Microsystems Inc | 2025-03-31 | New Buy New Buy | +1.29% | 21.77 ($24.96) 28.31 | $35.79 | 43.39% | New holding | 456,798 | 456,798 | |
ANET | Arista Networks Inc | 2025-03-31 | Reduce Reduce | -1.26% | 77.48 ($101.39) 129.82 | $111.98 | 10.44% | Reduce -60.92% | 75,957 | -118,382 | |
TTD | The Trade Desk Inc | 2025-03-31 | Reduce Reduce | -1.20% | 53.59 ($90.47) 126.58 | $81.44 | -9.98% | Reduce -56.37% | 81,524 | -105,327 | |
DLB | Dolby Laboratories Inc | 2025-03-31 | New Buy New Buy | +1.04% | 76.37 ($81.58) 87.32 | $75.62 | -7.31% | New holding | 114,954 | 114,954 | |
VRT | Vertiv Holdings Co | 2025-03-31 | New Buy New Buy | +0.90% | 72.2 ($106.44) 153.49 | $131.12 | 23.19% | New holding | 111,153 | 111,153 | |
KKR | KKR & Co Inc | 2025-03-31 | Reduce Reduce | -0.81% | 108.17 ($137.58) 167.07 | $147.60 | 7.28% | Reduce -37.77% | 93,417 | -56,694 |
Frontier Mid Cap Growth Portfolio Total Holding History ($B)
Frontier Mid Cap Growth Portfolio's Asset Allocation
Frontier Mid Cap Growth Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Frontier Mid Cap Growth Portfolio's Hypothetical Growth since 2025-03-31
Frontier Mid Cap Growth Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Frontier Mid Cap Growth Portfolio's Holdings Heat Map
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Frontier Mid Cap Growth Portfolio's Holdings Bubble Chart
Frontier Mid Cap Growth Portfolio News
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