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Select Communication Services Portfolio | FBMPXMutual Fund | |
| Select Communication Services Portfolio | |
| Last update 2025-06-16 | 40 Stocks (11 new) |
| Value $1.89 Bil | Turnover 21 % |
Select Communication Services ... Top Holdings of 2025-02-28
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 712,800 | 476,293.0 | 0% | 25.230 | 0% | 0.030 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
GOOGL | Alphabet Inc | 2,267,000 | 386,024.8 | -6.02% | 20.450 | -1.47% | 0.020 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
T | AT&T Inc | 3,886,600 | 106,531.7 | +8.71% | 5.640 | +0.45% | 0.050 | +3.08% | +25.97% | 198,717.8 | Telecommunication Services | |
DIS | The Walt Disney Co | 883,671 | 100,561.8 | +22.50% | 5.330 | +0.98% | 0.050 | +41.44% | +10.88% | 221,014.9 | Media - Diversified | |
NFLX | Netflix Inc | 101,700 | 99,722.9 | +5.50% | 5.280 | +0.28% | 0.020 | +12.12% | +32.03% | 500,044.8 | Media - Diversified | |
TMUS | T-Mobile US Inc | 366,100 | 98,733.5 | New Holding | 5.230 | +5.23% | 0.030 | -9.47% | +6.73% | 263,744.5 | Telecommunication Services | |
AMZN | Amazon.com Inc | 278,400 | 59,098.8 | +30.77% | 3.130 | +0.74% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
TTWO | Take-Two Interactive Software Inc | 235,100 | 49,836.5 | +17.43% | 2.640 | +0.39% | 0.130 | +7.23% | +24.26% | 41,831.8 | Interactive Media | |
WBD | Warner Bros. Discovery Inc | 3,728,600 | 42,729.8 | New Holding | 2.260 | +2.26% | 0.150 | +59.78% | +25.92% | 32,929.9 | Media - Diversified | |
CHTR | Charter Communications Inc | 113,000 | 41,083.4 | +387.07% | 2.180 | +1.73% | 0.080 | +17.96% | +16.14% | 54,393.0 | Telecommunication Services |
Select Communication Services Portfolio's Historical Top Holdings Breakdowns
Select Communication Services 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 2025-02-28 | Reduce Reduce | -24.03% | 574.32 ($643.79) 736.67 | $713.58 | 10.84% | Reduce -97.59% | 17,240 | -697,260 | |
TMUS | T-Mobile US Inc | 2025-02-28 | New Buy New Buy | +5.23% | 211.3 ($235.5) 270.82 | $233.93 | -0.67% | New holding | 366,100 | 366,100 | |
CMCSA | Comcast Corp | 2025-02-28 | Reduce Reduce | -2.47% | 33.19 ($37.35) 43.29 | $35.79 | -4.18% | Reduce -80.59% | 229,800 | -954,300 | |
LBRDA | Liberty Broadband Corp | 2025-02-28 | Sold Out Sold Out | -2.36% | 72.73 ($78.45) 85.55 | $90.34 | 15.16% | Sold Out | 0 | -464,123 | |
WBD | Warner Bros. Discovery Inc | 2025-02-28 | New Buy New Buy | +2.26% | 9.47 ($10.5) 12.49 | $13.31 | 26.76% | New holding | 3,728,600 | 3,728,600 | |
FWONK | Liberty Media Corp | 2025-02-28 | Add Add | +2.02% | 88.36 ($94.27) 102.2 | $104.60 | 10.96% | Add 5124.68% | 402,300 | 394,600 | |
CHTR | Charter Communications Inc | 2025-02-28 | Add Add | +1.73% | 334.89 ($360) 404.14 | $398.11 | 10.59% | Add 387.07% | 113,000 | 89,800 | |
VZ | Verizon Communications Inc | 2025-02-28 | Reduce Reduce | -1.69% | 37.81 ($40.71) 44.34 | $42.84 | 5.23% | Reduce -70.47% | 266,700 | -636,600 | |
PDD | PDD Holdings Inc | 2025-02-28 | New Buy New Buy | +1.51% | 94.39 ($107.17) 131.34 | $118.46 | 10.53% | New holding | 249,900 | 249,900 | |
MGNI | Magnite Inc | 2025-02-28 | New Buy New Buy | +1.50% | 15.14 ($17.2) 21.17 | $22.55 | 31.10% | New holding | 1,797,600 | 1,797,600 |
Select Communication Services Portfolio Total Holding History ($B)
Select Communication Services Portfolio's Asset Allocation
Select Communication Services Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Select Communication Services Portfolio's Hypothetical Growth since 2025-02-28
Select Communication Services Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Select Communication Services Portfolio's Holdings Heat Map
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Select Communication Services Portfolio's Holdings Bubble Chart
Select Communication Services Portfolio News
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