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Select Communication Services Portfolio | FBMPX

Mutual Fund
Select Communication Services Portfolio
Last update 2025-07-24 39 Stocks (7 new)
Value $1.73 Bil Turnover 14 %
Countries:
Select Communication Services ... Top Holdings of 2025-05-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META
Meta Platforms Inc
711,500
460,689.1
-0.18%
26.710
-0.05%
0.030
+34.17%
+22.28%
1,797,241.1
Interactive Media
GOOGL
Alphabet Inc
1,854,100
318,423.1
-18.21%
18.460
-3.72%
0.020
+20.80%
+1.76%
2,329,696.9
Interactive Media
NFLX
Netflix Inc
95,700
115,531.9
-5.90%
6.700
-0.31%
0.020
+7.65%
+32.47%
501,736.0
Media - Diversified
DIS
The Walt Disney Co
770,571
87,105.4
-12.80%
5.050
-0.68%
0.040
+36.06%
+9.99%
219,235.2
Media - Diversified
AMZN
Amazon.com Inc
424,800
87,088.3
+52.59%
5.050
+1.74%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
RBLX
Roblox Corp
843,200
73,341.5
+73.36%
4.250
+1.80%
0.120
+79.81%
+104.15%
80,118.9
Interactive Media
TTWO
Take-Two Interactive Software Inc
270,200
61,140.9
+14.93%
3.540
+0.46%
0.150
+1.37%
+22.64%
41,286.8
Interactive Media
MSFT
Microsoft Corp
125,800
57,913.3
New Holding
3.360
+3.36%
0.000
+32.15%
+21.67%
3,797,138.0
Software
CHTR
Charter Communications Inc
114,100
45,214.4
+0.97%
2.620
+0.03%
0.070
+13.32%
+10.86%
51,918.6
Telecommunication Services
LYV
Live Nation Entertainment Inc
249,500
34,228.9
0%
1.980
0%
0.110
+15.20%
+18.06%
35,435.6
Media - Diversified

Select Communication Services Portfolio's Historical Top Holdings Breakdowns

Select Communication Services 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
T
AT&T Inc
2025-05-31
Reduce
Reduce
-5.34%
25.72 ($27.2) 28.6
$27.92
2.65%
Reduce -94.65%
207,900
-3,678,700
TMUS
T-Mobile US Inc
2025-05-31
Reduce
Reduce
-5.01%
232.77 ($253.06) 268.54
$247.50
-2.20%
Reduce -95.88%
15,100
-351,000
GOOGL
Alphabet Inc
2025-05-31
Reduce
Reduce
-3.72%
144.7 ($161.34) 173.86
$192.17
19.11%
Reduce -18.21%
1,854,100
-412,900
MSFT
Microsoft Corp
2025-05-31
New Buy
New Buy
+3.36%
354.56 ($404.93) 460.69
$510.88
26.17%
New holding
125,800
125,800
EA
Electronic Arts Inc
2025-05-31
New Buy
New Buy
+1.82%
131.82 ($144.49) 155.66
$152.64
5.64%
New holding
218,700
218,700
RBLX
Roblox Corp
2025-05-31
Add
Add
+1.80%
51.22 ($65.65) 86.98
$118.12
79.92%
Add 73.36%
843,200
356,800
AAPL
Apple Inc
2025-05-31
New Buy
New Buy
+1.74%
172.42 ($208.81) 239.07
$213.76
2.37%
New holding
149,200
149,200
AMZN
Amazon.com Inc
2025-05-31
Add
Add
+1.74%
167.32 ($193.1) 211.37
$232.23
20.26%
Add 52.59%
424,800
146,400
PDD
PDD Holdings Inc
2025-05-31
Sold Out
Sold Out
-1.51%
88.35 ($111.35) 130.92
$118.21
6.16%
Sold Out
0
-249,900
ROKU
Roku Inc
2025-05-31
Add
Add
+1.07%
55.1 ($68.11) 85.07
$90.05
32.21%
Add 149.79%
423,402
253,902

Select Communication Services Portfolio Total Holding History ($B)

To

Select Communication Services Portfolio's Asset Allocation

To

Select Communication Services Portfolio Past Portfolios

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

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Select Communication Services Portfolio's Hypothetical Growth since 2025-05-31

Select Communication Services Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Select Communication Services Portfolio's Holdings Heat Map

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