BW

Brighthouse/Wellington Core Equity Opportunities Portfolio

Mutual Fund
Brighthouse Funds Trust II
Last update 2025-02-28 43 Stocks (3 new)
Value $2.88 Bil Turnover 5 %
Countries:
Top Holdings: AAPL(4.56%)MSFT(4.08%)SYK(3.92%)MCD(3.89%)UNH(3.48%)
Summary Stock Picks Current Portfolio
Brighthouse/Wellington Core Eq... 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
AAPL 		Apple Inc
523,904
131,196.0
-2.21%
4.560
-0.09%
0.000
-8.06%
-18.83%
3,028,537.4
Hardware
MSFT 		Microsoft Corp
278,403
117,346.9
-3.63%
4.080
-0.14%
0.000
+24.78%
+12.85%
3,521,985.2
Software
SYK 		Stryker Corp
313,209
112,770.9
-2.63%
3.920
-0.10%
0.080
+5.26%
+6.79%
146,602.3
Medical Devices & Instruments
MCD 		McDonald's Corp
385,806
111,841.3
-2.62%
3.890
-0.10%
0.050
-1.89%
+4.42%
213,995.0
Restaurants
UNH 		UnitedHealth Group Inc
197,899
100,109.2
-0.50%
3.480
-0.02%
0.020
-36.97%
-39.18%
277,920.6
Healthcare Plans
MA 		Mastercard Inc
174,879
92,086.0
-3.63%
3.200
-0.10%
0.020
+12.77%
+12.77%
537,602.8
Credit Services
ACN 		Accenture PLC
260,101
91,500.9
-3.37%
3.180
-0.10%
0.040
-1.63%
-7.95%
200,866.6
Software
DHR 		Danaher Corp
397,951
91,349.6
+2.42%
3.180
+0.08%
0.060
-0.91%
-11.25%
145,581.5
Medical Diagnostics & Research
HON 		Honeywell International Inc
392,121
88,576.2
-10.36%
3.080
-0.30%
0.060
+8.42%
+0.65%
144,734.4
Conglomerates
V 		Visa Inc
270,236
85,405.4
-19.31%
2.970
-0.57%
0.010
+12.55%
+18.48%
714,929.5
Credit Services

Brighthouse/Wellington Core Equity Opportunities Portfolio's Historical Top Holdings Breakdowns

Brighthouse/Wellington Core Equity Opportunities 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
GOOGL 		Alphabet Inc2024-12-31New Buy
+1.75%
●
161.86 ($175.1) 196.66
$179.27
2.38%
New holding
266,060
266,060
ZTS 		Zoetis Inc2024-12-31New Buy
+1.29%
●
162.24 ($178.6) 194.44
$167.41
-6.27%
New holding
227,265
227,265
XSWX:NESN 		Nestle SA2024-12-31New Buy
+0.91%
●
73.98 (CHF79.16) 86.36
CHF86.07
8.73%
New holding
319,139
319,139
GD 		General Dynamics Corp2024-12-31Reduce
-0.75%
●
260.28 ($287.64) 314.03
$273.84
-4.80%
Reduce -39.2%
120,721
-77,823
AMT 		American Tower Corp2024-12-31Reduce
-0.66%
●
179.4 ($206.81) 231.88
$215.02
3.97%
Reduce -36.56%
154,034
-88,787
NOC 		Northrop Grumman Corp2024-12-31Reduce
-0.64%
●
466.52 ($502.34) 538.87
$479.76
-4.49%
Reduce -21.94%
135,169
-37,982
V 		Visa Inc2024-12-31Reduce
-0.57%
●
273.79 ($301.07) 320.91
$373.20
23.96%
Reduce -19.31%
270,236
-64,680
PNC 		PNC Financial Services Group Inc2024-12-31Sold Out
-0.55%
●
178.39 ($196.85) 215
$179.36
-8.88%
Sold Out
0
-92,295
PFE 		Pfizer Inc2024-12-31Sold Out
-0.51%
●
24.8 ($27.1) 30.19
$24.55
-9.39%
Sold Out
0
-549,241
MDT 		Medtronic PLC2024-12-31Reduce
-0.41%
●
79.61 ($86.51) 92.27
$88.08
1.81%
Reduce -22.67%
487,562
-142,923

Brighthouse/Wellington Core Equity Opportunities Portfolio Total Holding History ($B)

To

Brighthouse/Wellington Core Equity Opportunities Portfolio's Asset Allocation

To

Brighthouse/Wellington Core Equity Opportunities Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

Brighthouse/Wellington Core Equity Opportunities Portfolio's Hypothetical Growth since 2024-12-31

Brighthouse/Wellington Core Equity Opportunities Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Brighthouse/Wellington Core Equity Opportunities Portfolio's Holdings Heat Map

Size field:

Brighthouse/Wellington Core Equity Opportunities Portfolio's Holdings Bubble Chart

Brighthouse/Wellington Core Equity Opportunities Portfolio News

  • 1

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