BB

Bridge Builder Tax Managed Large Cap Fund | BBTLX

Mutual Fund
Bridge Builder Trust
Last update 2025-02-26 367 Stocks (16 new)
Value $5.06 Bil Turnover 9 %
Countries:
Top Holdings: MSFT(6.48%)AAPL(5.60%)NVDA(5.05%)AMZN(4.18%)GOOGL(2.80%)
Summary Stock Picks Current Portfolio
Bridge Builder Tax Managed Lar... Top Holdings of 2024-12-31 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
777,805
327,844.8
+2.01%
6.480
+0.13%
0.010
+18.73%
+12.03%
3,496,120.0
Software
AAPL 		Apple Inc
1,131,186
283,271.6
+8.97%
5.600
+0.46%
0.010
-13.23%
-18.37%
3,045,713.6
Hardware
NVDA 		NVIDIA Corp
1,903,114
255,569.2
+7.57%
5.050
+0.36%
0.010
+28.18%
+5.54%
3,456,204.6
Semiconductors
AMZN 		Amazon.com Inc
963,953
211,481.6
+8.81%
4.180
+0.34%
0.010
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
GOOGL 		Alphabet Inc
747,917
141,580.7
+16.04%
2.800
+0.39%
0.010
+0.89%
-8.15%
2,114,332.8
Interactive Media
META 		Meta Platforms Inc
202,433
118,526.6
+4.76%
2.340
+0.11%
0.010
+11.21%
+19.27%
1,754,271.3
Interactive Media
BRK.B 		Berkshire Hathaway Inc
180,039
81,608.1
-9.31%
1.610
-0.18%
0.010
-0.87%
+8.88%
1,064,764.2
Insurance
V 		Visa Inc
251,214
79,393.7
+1.84%
1.570
+0.03%
0.010
+7.75%
+17.54%
709,220.8
Credit Services
UNH 		UnitedHealth Group Inc
147,947
74,840.5
-1.95%
1.480
-0.04%
0.020
-37.56%
-39.80%
275,063.1
Healthcare Plans
LLY 		Eli Lilly and Co
88,823
68,571.4
+7.82%
1.360
+0.10%
0.010
-15.48%
+0.10%
691,148.7
Drug Manufacturers

Bridge Builder Tax Managed Large Cap Fund's Historical Top Holdings Breakdowns

Bridge Builder Tax Managed Large Cap 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
VRT 		Vertiv Holdings Co2024-12-31Reduce
-0.68%
●
102.28 ($119.07) 141.49
$115.36
-3.12%
Reduce -78.62%
87,719
-322,563
AAPL 		Apple Inc2024-12-31Add
+0.46%
●
221.69 ($235.83) 259.02
$203.92
-13.53%
Add 8.97%
1,131,186
93,118
NICE 		NICE Ltd2024-12-31New Buy
+0.40%
●
165.6 ($178.47) 199.17
$176.70
-0.99%
New holding
117,678
117,678
GOOGL 		Alphabet Inc2024-12-31Add
+0.39%
●
161.86 ($175.1) 196.66
$173.68
-0.81%
Add 16.04%
747,917
103,409
PR 		Permian Resources Corp2024-12-31New Buy
+0.36%
●
13.41 ($14.5) 16.21
$13.59
-6.28%
New holding
1,277,977
1,277,977
NVDA 		NVIDIA Corp2024-12-31Add
+0.36%
●
118.85 ($138.16) 148.88
$141.72
2.58%
Add 7.57%
1,903,114
133,943
AMZN 		Amazon.com Inc2024-12-31Add
+0.34%
●
180.8 ($204.89) 232.93
$213.57
4.24%
Add 8.81%
963,953
78,050
ADBE 		Adobe Inc2024-12-31Reduce
-0.34%
●
437.39 ($495) 552.96
$416.92
-15.77%
Reduce -34.76%
57,621
-30,699
ECG 		Everus Construction Group Inc2024-12-31New Buy
+0.24%
●
49 ($62.93) 73.61
$61.19
-2.76%
New holding
187,513
187,513
MRK 		Merck & Co Inc2024-12-31Reduce
-0.24%
●
96.31 ($102.91) 112.08
$78.97
-23.26%
Reduce -23.25%
329,718
-99,898

Bridge Builder Tax Managed Large Cap Fund Total Holding History ($B)

To

Bridge Builder Tax Managed Large Cap Fund's Asset Allocation

To

Bridge Builder Tax Managed Large Cap Fund Past Portfolios

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

Top Ranked Articles

  • 1

Bridge Builder Tax Managed Large Cap Fund's Hypothetical Growth since 2024-12-31

Bridge Builder Tax Managed Large Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Bridge Builder Tax Managed Large Cap Fund's Holdings Heat Map

Size field:

Bridge Builder Tax Managed Large Cap Fund's Holdings Bubble Chart

Bridge Builder Tax Managed Large Cap Fund News

  • 1

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