SF

SA Franklin Systematic U.S. Large Cap Core Portfolio

Mutual Fund
SA Franklin Systematic U.S. Large Cap Core Portfolio
Last update 2025-03-27 210 Stocks (32 new)
Value $229.00 Mil Turnover 18 %
Countries:
Top Holdings: AAPL(6.75%)NVDA(6.12%)MSFT(5.78%)AMZN(4.05%)META(3.37%)
Summary Stock Picks Current Portfolio
SA Franklin Systematic U.S. Large Cap Core 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
AAPL
Apple Inc
2024-10-31
Add
Add
+1.80%
●
207.23 ($225.33) 236.48
$201.08
-10.76%
Add 37.46%
62,938
17,150
NVDA
NVIDIA Corp
2024-10-31
Add
Add
+1.53%
●
98.91 ($122.52) 143.71
$157.75
28.75%
Add 26.93%
116,798
24,782
VRTX
Vertex Pharmaceuticals Inc
2024-10-31
Sold Out
Sold Out
-1.29%
●
448.6 ($475.5) 505.78
$441.30
-7.19%
Sold Out
0
-4,162
V
Visa Inc
2024-10-31
Reduce
Reduce
-1.16%
●
256.44 ($276.29) 291.56
$348.61
26.18%
Reduce -71.81%
2,753
-7,012
LMT
Lockheed Martin Corp
2024-10-31
New Buy
New Buy
+1.12%
●
541.56 ($573.21) 614.61
$458.59
-20.00%
New holding
4,423
4,423
MCO
Moodys Corp
2024-10-31
New Buy
New Buy
+1.08%
●
440.17 ($473.5) 494.66
$488.03
3.07%
New holding
5,106
5,106
JPM
JPMorgan Chase & Co
2024-10-31
Add
Add
+1.08%
●
194.9 ($214.03) 225.5
$287.11
34.14%
Add 116.86%
19,361
10,433
GILD
Gilead Sciences Inc
2024-10-31
Add
Add
+1.07%
●
72.99 ($81.39) 89
$110.67
35.97%
Add 1119.05%
28,221
25,906
FTNT
Fortinet Inc
2024-10-31
New Buy
New Buy
+1.03%
●
55.39 ($75.69) 82.87
$103.11
36.23%
New holding
28,106
28,106
EOG
EOG Resources Inc
2024-10-31
Add
Add
+0.95%
●
117.9 ($125.58) 134.24
$120.80
-3.81%
Add 1422.53%
17,905
16,729

SA Franklin Systematic U.S. Large Cap Core Portfolio Total Holding History ($B)

To

SA Franklin Systematic U.S. Large Cap Core Portfolio's Asset Allocation

To

SA Franklin Systematic U.S. Large Cap Core Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

SA Franklin Systematic U.S. Large Cap Core Portfolio's Hypothetical Growth since 2025-01-31

SA Franklin Systematic U.S. Large Cap Core Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

SA Franklin Systematic U.S. Large Cap Core Portfolio News

  • 1

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