SY

Series Y (StylePlus-Large Growth Series)

Mutual Fund
Series Y (StylePlus-Large Growth Series)
Last update 2024-11-29 60 Stocks (15 new)
Value $13.00 Mil Turnover 18 %
Countries:
Top Holdings: MSFT(11.92%)AAPL(11.11%)NVDA(10.51%)GOOG(6.13%)META(3.60%)
Summary Stock Picks Current Portfolio
Series Y (StylePlus-Large Grow... Top Holdings of 2024-09-30 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
3,532
1,519.8
+9.93%
11.920
+1.08%
0.000
+33.94%
+18.80%
3,707,650.2
Software
AAPL
Apple Inc
6,077
1,415.9
-1.78%
11.110
-0.19%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
NVDA
NVIDIA Corp
11,029
1,339.4
+13.00%
10.510
+1.21%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
GOOG
Alphabet Inc
4,674
781.5
+6.59%
6.130
+0.38%
0.000
+18.43%
-4.97%
2,184,120.1
Interactive Media
META
Meta Platforms Inc
802
459.1
+5.53%
3.600
+0.19%
0.000
+35.35%
+23.00%
1,807,826.4
Interactive Media
AMZN
Amazon.com Inc
2,439
454.5
-32.33%
3.560
-1.87%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
AVGO
Broadcom Inc
1,818
313.6
+55.38%
2.460
+0.88%
0.000
+79.10%
+19.33%
1,294,301.1
Semiconductors
CRM
Salesforce Inc
950
260.0
New Holding
2.040
+2.04%
0.000
+6.97%
-18.34%
260,175.4
Software
LLY
Eli Lilly and Co
286
253.4
+22.75%
1.990
+0.37%
0.000
-0.86%
+1.50%
700,835.3
Drug Manufacturers
CAT
Caterpillar Inc
502
196.3
0%
1.540
0%
0.000
+30.75%
+10.61%
187,119.5
Farm & Heavy Construction Machinery

Series Y (StylePlus-Large Growth Series)'s Historical Top Holdings Breakdowns

Series Y (StylePlus-Large Growth Series)'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CRM
Salesforce Inc
2024-09-30
New Buy
New Buy
+2.04%
●
238.42 ($256.17) 276.64
$272.15
6.24%
New holding
950
950
AMZN
Amazon.com Inc
2024-09-30
Reduce
Reduce
-1.87%
●
161.02 ($182.63) 200
$223.41
22.33%
Reduce -32.33%
2,439
-1,165
AXP
American Express Co
2024-09-30
New Buy
New Buy
+1.42%
●
225.92 ($248.95) 271.2
$328.13
31.81%
New holding
667
667
ORCL
Oracle Corp
2024-09-30
Reduce
Reduce
-1.33%
●
125.9 ($144.78) 170.4
$237.32
63.92%
Reduce -66.92%
560
-1,133
NVDA
NVIDIA Corp
2024-09-30
Add
Add
+1.21%
●
98.91 ($118.3) 134.91
$159.34
34.69%
Add 13%
11,029
1,269
APH
Amphenol Corp
2024-09-30
New Buy
New Buy
+1.16%
●
58.39 ($64.83) 70.41
$99.46
53.42%
New holding
2,279
2,279
DHI
D.R. Horton Inc
2024-09-30
Sold Out
Sold Out
-1.12%
●
135.21 ($175.34) 197.06
$131.90
-24.77%
Sold Out
0
-956
CCL
Carnival Corp
2024-09-30
New Buy
New Buy
+1.11%
●
14.01 ($16.93) 19.18
$29.96
76.96%
New holding
7,638
7,638
AMP
Ameriprise Financial Inc
2024-09-30
New Buy
New Buy
+1.10%
●
391.53 ($434.09) 469.81
$543.30
25.16%
New holding
298
298
MPC
Marathon Petroleum Corp
2024-09-30
Sold Out
Sold Out
-1.10%
●
158.61 ($169.23) 180.75
$176.05
4.03%
Sold Out
0
-768

Series Y (StylePlus-Large Growth Series) Total Holding History ($B)

To

Series Y (StylePlus-Large Growth Series)'s Asset Allocation

To

Series Y (StylePlus-Large Growth Series) Past Portfolios

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

Top Ranked Articles

  • 1

Series Y (StylePlus-Large Growth Series)'s Hypothetical Growth since 2024-09-30

Series Y (StylePlus-Large Growth Series)'s Yearly Returns

Year Portfolio % % Excess Gain %

Series Y (StylePlus-Large Growth Series)'s Holdings Heat Map

Size field:

Series Y (StylePlus-Large Growth Series)'s Holdings Bubble Chart

Series Y (StylePlus-Large Growth Series) News

  • 1

Discussions on Series Y (StylePlus-Large Growth Series)

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