BS
| |
BlackRock Sustainable Balanced PortfolioMutual Fund | |
| BlackRock Sustainable Balanced Portfolio | |
| Last update 2025-06-24 | 490 Stocks (96 new) |
| Value $257.00 Mil | Turnover 18 % |
BlackRock Sustainable Balanced... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 57,461 | 12,763.8 | -7.09% | 4.960 | -0.40% | 0.000 | +4.80% | -14.28% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 28,055 | 10,531.6 | -5.49% | 4.090 | -0.25% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
NVDA | NVIDIA Corp | 85,992 | 9,319.8 | -12.14% | 3.620 | -0.58% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AMZN | Amazon.com Inc | 37,278 | 7,092.5 | -2.11% | 2.760 | -0.06% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
IWD | iShares Russell 1000 Value ETF | 24,988 | 4,701.7 | 0% | 1.830 | 0% | 0.010 | +12.00% | +8.45% | 63,002.5 | ||
META | Meta Platforms Inc | 7,839 | 4,518.1 | +12.39% | 1.760 | +0.19% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
GOOGL | Alphabet Inc | 23,841 | 3,686.8 | -6.09% | 1.430 | -0.11% | 0.000 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media | |
HKSE:00700 | Tencent Holdings Ltd | 48,500 | 3,098.9 | 0% | 1.200 | 0% | 0.000 | +17.42% | +32.64% | 5,007,191.8 | Interactive Media | |
BAC | Bank of America Corp | 70,076 | 2,924.3 | -1.00% | 1.140 | -0.01% | 0.000 | +24.96% | +10.87% | 358,001.8 | Banks | |
CVX | Chevron Corp | 17,386 | 2,908.5 | -9.95% | 1.130 | -0.10% | 0.000 | +13.39% | +8.19% | 311,327.6 | Oil & Gas |
BlackRock Sustainable Balanced Portfolio's Historical Top Holdings Breakdowns
BlackRock Sustainable Balanced Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MA | Mastercard Inc | 2025-03-31 | Reduce Reduce | -0.82% | 504.67 ($544.39) 576.31 | $562.09 | 3.25% | Reduce -74.77% | 1,453 | -4,305 | |
MCO | Moodys Corp | 2025-03-31 | Add Add | +0.81% | 437.8 ($481.85) 527.48 | $507.88 | 5.40% | Add 3892.17% | 4,591 | 4,476 | |
HD | The Home Depot Inc | 2025-03-31 | New Buy New Buy | +0.73% | 347.25 ($389.72) 424.87 | $376.35 | -3.43% | New holding | 5,145 | 5,145 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +0.66% | 461.52 ($511.2) 548.18 | $292.51 | -42.78% | Add 576.27% | 3,848 | 3,279 | |
PG | Procter & Gamble Co | 2025-03-31 | Reduce Reduce | -0.64% | 158.56 ($167.49) 176.26 | $158.28 | -5.50% | Reduce -88.3% | 1,401 | -10,578 | |
V | Visa Inc | 2025-03-31 | Add Add | +0.62% | 306.92 ($338.38) 362.71 | $355.29 | 5.00% | Add 204.66% | 6,861 | 4,609 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.58% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Reduce -12.14% | 85,992 | -11,887 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Add Add | +0.57% | 225.19 ($254.94) 279.95 | $296.76 | 16.40% | Add 117.02% | 11,096 | 5,983 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Add Add | +0.53% | 71.24 ($78.48) 83.64 | $95.15 | 21.24% | Add 634.56% | 19,914 | 17,203 | |
PLD | Prologis Inc | 2025-03-31 | Reduce Reduce | -0.51% | 103.59 ($115.69) 124.04 | $110.00 | -4.92% | Reduce -77.92% | 3,750 | -13,236 |
BlackRock Sustainable Balanced Portfolio Total Holding History ($B)
BlackRock Sustainable Balanced Portfolio's Asset Allocation
BlackRock Sustainable Balanced Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BlackRock Sustainable Balanced Portfolio's Hypothetical Growth since 2025-03-31
BlackRock Sustainable Balanced Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BlackRock Sustainable Balanced Portfolio's Holdings Heat Map
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BlackRock Sustainable Balanced Portfolio's Holdings Bubble Chart
BlackRock Sustainable Balanced Portfolio News
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