VD

VIP Dynamic Capital Appreciation Portfolio

Mutual Fund
VIP Dynamic Capital Appreciation Portfolio
Last update 2025-06-23 127 Stocks (9 new)
Value $248.00 Mil Turnover 12 %
Countries:
Top Holdings: NVDA(6.74%)MSFT(6.45%)AMZN(5.43%)MA(3.85%)AAPL(3.22%)
Summary Stock Picks Current Portfolio
VIP Dynamic Capital Appreciati... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
153,870
16,676.4
-14.83%
6.740
-1.29%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
MSFT
Microsoft Corp
42,542
15,969.8
+44.01%
6.450
+1.97%
0.000
+29.81%
+19.87%
3,740,948.0
Software
AMZN
Amazon.com Inc
70,660
13,443.8
+6.48%
5.430
+0.33%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
MA
Mastercard Inc
17,400
9,537.3
+15.23%
3.850
+0.51%
0.000
+8.08%
+4.95%
499,608.6
Credit Services
AAPL
Apple Inc
35,860
7,965.6
-55.38%
3.220
-3.99%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
BSX
Boston Scientific Corp
74,100
7,475.2
-22.65%
3.020
-0.69%
0.010
+10.17%
+15.54%
152,678.9
Medical Devices & Instruments
V
Visa Inc
14,800
5,186.8
+33.33%
2.090
+0.52%
0.000
+4.53%
+10.46%
679,681.4
Credit Services
ABBV
AbbVie Inc
24,300
5,091.3
-3.19%
2.060
-0.05%
0.000
+10.96%
+10.33%
339,944.3
Drug Manufacturers
LOW
Lowe's Companies Inc
21,500
5,014.4
+50.35%
2.030
+0.68%
0.000
+2.25%
-8.31%
125,610.9
Retail - Cyclical
DE
Deere & Co
10,500
4,928.2
+110.00%
1.990
+1.04%
0.000
+11.96%
+21.74%
138,774.5
Farm & Heavy Construction Machinery

VIP Dynamic Capital Appreciation Portfolio's Historical Top Holdings Breakdowns

VIP Dynamic Capital Appreciation 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
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-3.99%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Reduce -55.38%
35,860
-44,500
MSFT
Microsoft Corp
2025-03-31
Add
Add
+1.97%
●
375.39 ($407.71) 447.2
$503.32
23.45%
Add 44.01%
42,542
13,000
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-1.61%
●
154.33 ($181.36) 206.38
$180.19
-0.65%
Reduce -54.24%
20,080
-23,800
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-1.29%
●
106.98 ($126.74) 149.43
$164.92
30.12%
Reduce -14.83%
153,870
-26,800
UBER
Uber Technologies Inc
2025-03-31
Sold Out
Sold Out
-1.16%
●
63.17 ($72.04) 81.49
$95.39
32.41%
Sold Out
0
-53,600
KO
Coca-Cola Co
2025-03-31
New Buy
New Buy
+1.05%
●
60.81 ($66.78) 72.32
$69.87
4.63%
New holding
36,200
36,200
DE
Deere & Co
2025-03-31
Add
Add
+1.04%
●
408.57 ($467.8) 509.27
$512.41
9.54%
Add 110%
10,500
5,500
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Reduce
Reduce
-0.88%
●
165.25 ($194.34) 224.62
$230.40
18.56%
Reduce -44.13%
15,700
-12,400
FLEX
Flex Ltd
2025-03-31
Sold Out
Sold Out
-0.81%
●
32.92 ($39.18) 44.46
$52.19
33.21%
Sold Out
0
-59,100
HOLX
Hologic Inc
2025-03-31
Sold Out
Sold Out
-0.75%
●
60.7 ($66.26) 73.77
$65.72
-0.81%
Sold Out
0
-29,200

VIP Dynamic Capital Appreciation Portfolio Total Holding History ($B)

To

VIP Dynamic Capital Appreciation Portfolio's Asset Allocation

To

VIP Dynamic Capital Appreciation Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

VIP Dynamic Capital Appreciation Portfolio's Hypothetical Growth since 2025-03-31

VIP Dynamic Capital Appreciation Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

VIP Dynamic Capital Appreciation Portfolio's Holdings Heat Map

Size field:

VIP Dynamic Capital Appreciation Portfolio's Holdings Bubble Chart

VIP Dynamic Capital Appreciation Portfolio News

  • 1

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