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Select Communication Services Portfolio | FBMPX

Mutual Fund
Select Communication Services Portfolio
Last update 2025-06-16 40 Stocks (11 new)
Value $1.89 Bil Turnover 21 %
Countries:
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)

To

Select Communication Services Portfolio's Asset Allocation

To

Select Communication Services Portfolio Past Portfolios

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

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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 %

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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