BF

Balanced Fund | SVBAX

Mutual Fund
JOHN HANCOCK INVESTMENT TRUST
Last update 2025-03-31 53 Stocks (4 new)
Value $3.49 Bil Turnover 8 %
Countries:
Top Holdings: GOOGL(9.39%)AMZN(8.94%)MSFT(8.26%)AVGO(4.79%)LLY(4.48%)
Summary Stock Picks Current Portfolio
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
CRM 		Salesforce Inc2024-10-31Sold Out
-1.84%
●
238.42 ($267.74) 298.89
$250.91
-6.28%
Sold Out
0
-222,068
XTER:IFX 		Infineon Technologies AG2024-10-31Sold Out
-1.51%
●
28.52 (€30.56) 33
€25.78
-15.64%
Sold Out
0
-1,360,291
PYPL 		PayPal Holdings Inc2024-10-31New Buy
+1.28%
●
60.46 ($73.89) 83.59
$61.46
-16.82%
New holding
512,042
512,042
LULU 		Lululemon Athletica Inc2024-10-31Sold Out
-1.12%
●
233.4 ($267.1) 307.54
$255.03
-4.52%
Sold Out
0
-135,315
MSFT 		Microsoft Corp2024-10-31Add
+1.09%
●
395.15 ($418.66) 438.69
$385.23
-7.99%
Add 14.49%
673,510
85,237
XPAR:SU 		Schneider Electric SE2024-10-31New Buy
+1.06%
●
201.75 (€229.71) 247.45
€196.72
-14.36%
New holding
130,222
130,222
ALL 		Allstate Corp2024-10-31New Buy
+1.01%
●
169.02 ($185.58) 195.65
$188.84
1.75%
New holding
172,531
172,531
DVN 		Devon Energy Corp2024-10-31Sold Out
-0.95%
●
37.87 ($41.89) 45.44
$27.51
-34.33%
Sold Out
0
-635,875
HON 		Honeywell International Inc2024-10-31Sold Out
-0.78%
●
196.73 ($205.79) 222.35
$193.76
-5.84%
Sold Out
0
-118,920
MU 		Micron Technology Inc2024-10-31Add
+0.76%
●
86.27 ($98.98) 112.05
$69.38
-29.91%
Add 58.12%
662,505
243,519

Balanced Fund Total Holding History ($B)

To

Balanced Fund's Asset Allocation

To

Balanced Fund Past Portfolios

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

Top Ranked Articles

  • 1

Balanced Fund's Hypothetical Growth since 2025-01-31

Balanced Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Balanced Fund News

  • 1

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