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Brighthouse/wellington Balanced Portfolio Class E (0P00003DWL)

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20.000 +0.130    +0.65%
04/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 22.38M
Type:  Fund
Market:  United States
Issuer:  MetLife
Asset Class:  Equity
Brighthouse/Wellington Balanced Portfolio Class E 20.000 +0.130 +0.65%

0P00003DWL Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Brighthouse/Wellington Balanced Portfolio Class E (0P00003DWL) fund. Our Brighthouse/Wellington Balanced Portfolio Class E portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.400 1.430 0.030
Shares 54.280 54.280 0.000
Bonds 44.270 52.990 8.720
Convertible 0.050 0.050 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.276 18.460
Price to Book 4.170 3.171
Price to Sales 2.492 2.196
Price to Cash Flow 15.105 12.268
Dividend Yield 0.998 1.979
5 Years Earnings Growth 13.306 11.563

Sector Allocation

Name  Net % Category Average
Technology 32.870 23.656
Healthcare 14.210 13.240
Financial Services 13.160 15.061
Consumer Cyclical 10.000 9.851
Communication Services 8.140 7.290
Industrials 6.500 10.393
Energy 4.100 5.189
Consumer Defensive 3.800 6.263
Utilities 3.000 3.219
Basic Materials 2.380 3.426
Real Estate 1.830 4.375

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 1,562

Number of short holdings: 28

Name ISIN Weight % Last Change %
2 Year Treasury Note Future Dec 24 - 6.76 - -
  NVIDIA US67066G1040 3.86 145.14 +3.48%
  Apple US0378331005 3.84 243.01 +0.15%
  Microsoft US5949181045 3.79 437.42 +1.44%
  Amazon.com US0231351067 2.66 218.16 +2.21%
10 Year Treasury Note Future Dec 24 - 2.49 - -
  Alphabet A US02079K3059 2.41 174.37 +1.77%
Federal National Mortgage Association 5.5% - 1.69 - -
Federal National Mortgage Association 6% - 1.43 - -
  Broadcom US11135F1012 1.31 170.56 +1.43%

Top Equity Funds by Brighthouse

  Name Rating Total Assets YTD% 3Y% 10Y%
  Brighthouse Balanced Plus Portfolio 7.39B 5.64 -3.18 4.55
  Brighthouse Funds Trust II MetLifma 5.73B 20.70 8.80 12.72
  Brighthouse Funds Trust I BlackRock 4.08B 6.71 -0.43 4.04
  Brighthouse Asset Allocation 40 Pob 3.42B 6.36 0.54 4.52
  Brighthouse Funds Trust I Americanc 2.85B 13.69 3.93 8.71
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