BF
| |
Balanced Fund | SVBAXMutual Fund | |
| JOHN HANCOCK INVESTMENT TRUST | |
| Last update 2025-06-29 | 56 Stocks (6 new) |
| Value $3.21 Bil | Turnover 14 % |
Balanced Fund Top Holdings of 2025-04-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 1,673,139 | 265,694.5 | +4.11% | 8.280 | +0.33% | 0.010 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
MSFT | Microsoft Corp | 647,004 | 255,734.8 | -6.90% | 7.970 | -0.57% | 0.010 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AMZN | Amazon.com Inc | 1,058,443 | 195,198.1 | -19.38% | 6.080 | -1.73% | 0.010 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
LLY | Eli Lilly and Co | 184,231 | 165,614.5 | -4.35% | 5.160 | -0.20% | 0.020 | -5.98% | +0.95% | 697,037.9 | Drug Manufacturers | |
WMT | Walmart Inc | 1,617,639 | 157,315.4 | +23.77% | 4.900 | +0.94% | 0.020 | +1.30% | +6.64% | 764,923.1 | Retail - Defensive | |
AVGO | Broadcom Inc | 782,940 | 150,692.5 | +3.65% | 4.700 | +0.17% | 0.020 | +64.67% | +20.81% | 1,310,340.0 | Semiconductors | |
JPM | JPMorgan Chase & Co | 569,706 | 139,361.5 | -0.69% | 4.340 | -0.03% | 0.020 | +24.30% | +23.55% | 801,337.5 | Banks | |
BRK.B | Berkshire Hathaway Inc | 204,655 | 109,132.3 | -11.79% | 3.400 | -0.37% | 0.010 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
NVDA | NVIDIA Corp | 584,771 | 63,693.3 | New Holding | 1.990 | +1.99% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
LOW | Lowe's Companies Inc | 279,201 | 62,418.2 | -0.69% | 1.950 | -0.01% | 0.050 | +4.09% | -7.20% | 127,124.1 | Retail - Cyclical |
Balanced Fund's Historical Top Holdings Breakdowns
Balanced Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-04-30 | New Buy New Buy | +1.99% | 94.31 ($116.53) 140.11 | $167.03 | 43.34% | New holding | 584,771 | 584,771 | |
AAPL | Apple Inc | 2025-04-30 | Sold Out Sold Out | -1.93% | 172.42 ($220.47) 247.1 | $214.40 | -2.75% | Sold Out | 0 | -285,897 | |
AMZN | Amazon.com Inc | 2025-04-30 | Reduce Reduce | -1.73% | 167.32 ($201.66) 242.06 | $227.47 | 12.80% | Reduce -19.38% | 1,058,443 | -254,463 | |
MU | Micron Technology Inc | 2025-04-30 | Add Add | +1.71% | 64.72 ($87.77) 106.79 | $109.22 | 24.44% | Add 12914.34% | 718,912 | 713,388 | |
DE | Deere & Co | 2025-04-30 | Reduce Reduce | -1.54% | 412.99 ($469.47) 509.27 | $505.69 | 7.72% | Reduce -48.16% | 121,014 | -112,442 | |
| DFS Unlock Delisted | Discover Financial Services | 2025-04-30 | Sold Out Sold Out | -1.22% | 147.04 ($176.29) 203.25 | $200.05 | 13.48% | Sold Out | 0 | -211,745 | |
IR | Ingersoll Rand Inc | 2025-04-30 | Sold Out Sold Out | -1.13% | 66.75 ($81.16) 93.8 | $85.44 | 5.27% | Sold Out | 0 | -422,166 | |
OCSE:DSV | DSV AS | 2025-04-30 | New Buy New Buy | +1.07% | 1055 (kr1359.11) 1490.5 | kr1,494.00 | 9.92% | New holding | 161,834 | 161,834 | |
FSS | Federal Signal Corp | 2025-04-30 | New Buy New Buy | +1.01% | 69.23 ($82.25) 99.23 | $109.00 | 32.52% | New holding | 399,541 | 399,541 | |
WMT | Walmart Inc | 2025-04-30 | Add Add | +0.94% | 81.79 ($93.24) 105.05 | $95.85 | 2.80% | Add 23.77% | 1,617,639 | 310,617 |
Balanced Fund Total Holding History ($B)
Balanced Fund's Asset Allocation
Balanced Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Balanced Fund's Hypothetical Growth since 2025-04-30
Balanced Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Balanced Fund's Holdings Heat Map
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Balanced Fund's Holdings Bubble Chart
Balanced Fund News
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