AB

Alger Balanced Portfolio | ABLOX

Mutual Fund
ALGER PORTFOLIOS
Last update 2025-06-25 79 Stocks (0 new)
Value $41.00 Mil Turnover 0 %
Countries:
Top Holdings: MSFT(8.73%)AAPL(7.58%)AVGO(4.79%)JPM(3.76%)KLAC(3.08%)
Summary Stock Picks Current Portfolio
Alger Balanced 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
MSFT
Microsoft Corp
9,636
3,617.3
-3.40%
8.730
-0.32%
0.000
+29.95%
+19.80%
3,738,718.2
Software
AAPL
Apple Inc
14,136
3,140.0
-4.49%
7.580
-0.37%
0.000
+3.15%
-16.49%
3,115,912.0
Hardware
AVGO
Broadcom Inc
11,845
1,983.2
-7.73%
4.790
-0.51%
0.000
+54.88%
+19.52%
1,296,276.6
Semiconductors
JPM
JPMorgan Chase & Co
6,357
1,559.4
-7.84%
3.760
-0.29%
0.000
+23.59%
+22.39%
802,324.6
Banks
KLAC
KLA Corp
1,879
1,277.3
-5.10%
3.080
-0.14%
0.000
+37.93%
+46.98%
121,905.4
Semiconductors
GOOGL
Alphabet Inc
7,950
1,229.4
-6.91%
2.970
-0.25%
0.000
+14.28%
-3.86%
2,210,009.2
Interactive Media
AMZN
Amazon.com Inc
6,263
1,191.6
-1.23%
2.880
-0.04%
0.000
+23.92%
+2.87%
2,396,004.6
Retail - Cyclical
UNH
UnitedHealth Group Inc
1,933
1,012.4
-9.16%
2.440
-0.22%
0.000
-48.44%
-39.90%
272,668.3
Healthcare Plans
GOOG
Alphabet Inc
6,261
978.2
-4.91%
2.360
-0.14%
0.000
+13.35%
-3.78%
2,210,009.2
Interactive Media
ABBV
AbbVie Inc
4,594
962.5
-3.10%
2.320
-0.06%
0.000
+7.92%
+9.80%
338,301.5
Drug Manufacturers

Alger Balanced Portfolio's Historical Top Holdings Breakdowns

Alger Balanced 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
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.51%
●
167.43 ($211.65) 244.7
$275.60
30.21%
Reduce -7.73%
11,845
-993
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.37%
●
209.68 ($231.67) 247.1
$208.62
-9.95%
Reduce -4.49%
14,136
-664
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.32%
●
375.39 ($407.71) 447.2
$503.02
23.38%
Reduce -3.4%
9,636
-339
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.29%
●
225.19 ($254.94) 279.95
$288.70
13.24%
Reduce -7.84%
6,357
-541
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.25%
●
154.33 ($181.36) 206.38
$181.56
0.11%
Reduce -6.91%
7,950
-590
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-0.22%
●
461.52 ($511.2) 548.18
$300.58
-41.20%
Reduce -9.16%
1,933
-195
HD
The Home Depot Inc
2025-03-31
Reduce
Reduce
-0.20%
●
347.25 ($389.72) 424.87
$370.11
-5.03%
Reduce -9.63%
2,120
-226
MS
Morgan Stanley
2025-03-31
Reduce
Reduce
-0.17%
●
111.68 ($128.85) 141.08
$143.97
11.73%
Reduce -6.88%
8,219
-607
PEP
PepsiCo Inc
2025-03-31
Reduce
Reduce
-0.15%
●
142.64 ($148.84) 156.42
$135.57
-8.92%
Reduce -14.76%
2,616
-453
KLAC
KLA Corp
2025-03-31
Reduce
Reduce
-0.14%
●
636.62 ($720.32) 777.63
$921.84
27.98%
Reduce -5.1%
1,879
-101

Alger Balanced Portfolio Total Holding History ($B)

To

Alger Balanced Portfolio's Asset Allocation

To

Alger Balanced Portfolio Past Portfolios

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

Top Ranked Articles

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Alger Balanced Portfolio's Hypothetical Growth since 2025-03-31

Alger Balanced Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Alger Balanced Portfolio's Holdings Heat Map

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Alger Balanced Portfolio's Holdings Bubble Chart

Alger Balanced Portfolio News

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