MS

Midcap Stock Portfolio

Mutual Fund
BNY MELLON INVESTMENT PORTFOLIOS
Last update 2025-06-24 254 Stocks (23 new)
Value $145.00 Mil Turnover 15 %
Countries:
Top Holdings: EME(1.89%)SFM(1.39%)FHN(1.32%)USFD(1.20%)EXP(1.19%)
Summary Stock Picks Current Portfolio
Midcap Stock Portfolio Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EME
EMCOR Group Inc
7,423
2,743.8
-3.07%
1.890
-0.07%
0.020
+49.37%
+24.80%
25,313.3
Construction
SFM
Sprouts Farmers Market Inc
13,200
2,014.8
-3.06%
1.390
-0.03%
0.010
+3.43%
+30.36%
16,210.3
Retail - Defensive
FHN
First Horizon Corp
98,872
1,920.1
-3.07%
1.320
-0.04%
0.020
+31.76%
+12.79%
11,381.2
Banks
USFD
US Foods Holding Corp
26,543
1,737.5
-3.07%
1.200
-0.04%
0.010
+33.69%
+23.24%
19,234.4
Retail - Defensive
EXP
Eagle Materials Inc
7,801
1,731.3
-3.07%
1.190
-0.04%
0.020
-0.46%
-12.61%
7,019.6
Building Materials
ITT
ITT Inc
12,502
1,614.8
-3.07%
1.110
-0.04%
0.020
+24.54%
+11.94%
12,526.7
Industrial Products
WSM
Williams-Sonoma Inc
9,421
1,489.5
-3.07%
1.030
-0.04%
0.010
+22.87%
-6.92%
20,957.6
Retail - Cyclical
UNM
Unum Group
17,758
1,446.6
-3.06%
1.000
-0.03%
0.010
+7.49%
+12.29%
14,263.1
Insurance
NNN
NNN REIT Inc
33,291
1,419.9
-3.07%
0.980
-0.03%
0.020
+4.15%
+7.71%
8,034.9
REITs
WTS
Watts Water Technologies Inc
6,819
1,390.5
-3.07%
0.960
-0.03%
0.020
+27.73%
+24.05%
8,381.9
Industrial Products

Midcap Stock Portfolio's Historical Top Holdings Breakdowns

Midcap Stock 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
VST
Vistra Corp
2025-03-31
Sold Out
Sold Out
-1.41%
●
108.49 ($149.41) 191.89
$193.01
29.18%
Sold Out
0
-16,076
RNR
RenaissanceRe Holdings Ltd
2025-03-31
Reduce
Reduce
-1.22%
●
226.55 ($241.96) 263.22
$235.96
-2.48%
Reduce -80.77%
1,839
-7,725
AVT
Avnet Inc
2025-03-31
New Buy
New Buy
+0.94%
●
46.61 ($50.61) 54.65
$55.00
8.67%
New holding
28,231
28,231
WTFC
Wintrust Financial Corp
2025-03-31
Sold Out
Sold Out
-0.80%
●
107.76 ($123.58) 136.92
$134.07
8.49%
Sold Out
0
-10,074
SNV
Synovus Financial Corp
2025-03-31
New Buy
New Buy
+0.76%
●
43.7 ($51.62) 56.87
$55.74
7.98%
New holding
23,507
23,507
CACI
CACI International Inc
2025-03-31
New Buy
New Buy
+0.73%
●
327 ($382.67) 465.18
$482.92
26.20%
New holding
2,883
2,883
WPC
W.P. Carey Inc
2025-03-31
New Buy
New Buy
+0.73%
●
53.5 ($59.19) 65.05
$61.69
4.22%
New holding
16,682
16,682
DCI
Donaldson Co Inc
2025-03-31
Sold Out
Sold Out
-0.71%
●
66.51 ($69.18) 72.28
$70.44
1.82%
Sold Out
0
-16,521
KRC
Kilroy Realty Corp
2025-03-31
Sold Out
Sold Out
-0.68%
●
32.02 ($35.82) 40.63
$36.83
2.82%
Sold Out
0
-26,267
NJR
New Jersey Resources Corp
2025-03-31
Reduce
Reduce
-0.65%
●
45.25 ($47.41) 49.37
$45.73
-3.54%
Reduce -81.28%
5,074
-22,031

Midcap Stock Portfolio Total Holding History ($B)

To

Midcap Stock Portfolio's Asset Allocation

To

Midcap Stock Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

Midcap Stock Portfolio's Hypothetical Growth since 2025-03-31

Midcap Stock Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Midcap Stock Portfolio's Holdings Heat Map

Size field:

Midcap Stock Portfolio's Holdings Bubble Chart

Midcap Stock Portfolio News

  • 1

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