Titelia

Holdings of Balanced Fund

John Hancock Investment Trust · Original filing · Compare with another fund · Report an error

Net assets
6.6B $ including 4B $ in equities, 60.1 %
Positions
54 in 9 countries
Bond lines
233 from 113 companies
Top ten
27.4 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 786,834302.8M $4.58 %
2Microsoft Corp 671,880274M $4.14 %
3Amazon.com Inc 989,314262.2M $3.96 %
4Broadcom Inc 463,548193.5M $2.93 %
5JPMorgan Chase & Co 491,717154M $2.33 %
6Marvell Technology Inc 913,642150.9M $2.28 %
7Costco Wholesale Corp 125,631127.5M $1.93 %
8Eli Lilly & Co 128,041119.7M $1.81 %
9Walmart Inc 865,278114.2M $1.73 %
10NVIDIA Corp 558,320111.4M $1.68 %
11Arista Networks Inc 581,467100.4M $1.52 %
12Applied Materials Inc 253,858100.1M $1.51 %
13Berkshire Hathaway Inc 204,84597M $1.47 %
14Palo Alto Networks Inc 505,01290.6M $1.37 %
15Micron Technology Inc 166,68386.2M $1.30 %
16Qnity Electronics Inc 609,49285.7M $1.30 %
17EQT Corp 1,415,04985M $1.29 %
18Linde PLC 161,44680.9M $1.22 %
19Schneider Electric SE 243,75677.6M $1.17 %
20Burlington Stores Inc 218,73070M $1.06 %
21Valero Energy Corp 261,13266M $1.00 %
22Freeport-McMoRan Inc 1,127,96965.2M $0.99 %
23Trane Technologies PLC 121,24159.7M $0.90 %
24Medtronic PLC 697,15356.4M $0.85 %
25Suncor Energy Inc 775,60353.1M $0.80 %
26Cummins Inc 76,71451.5M $0.78 %
27ConocoPhillips 402,47850.6M $0.77 %
28Cigna Group/The 166,44248.4M $0.73 %
29Lowe's Cos Inc 193,37646.2M $0.70 %
30Digital Realty Trust Inc 228,36945.9M $0.69 %
31American Tower Corp 250,64445.8M $0.69 %
32Vinci SA 287,22243.4M $0.66 %
33DSV A/S 174,95043M $0.65 %
34Pinnacle Financial Partners Inc 433,52042.9M $0.65 %
35Federal Signal Corp 337,15441.5M $0.63 %
36AMETEK Inc 175,20941.3M $0.62 %
37T-Mobile US Inc 206,32040.3M $0.61 %
38McKesson Corp 47,13238.4M $0.58 %
39Guardant Health Inc 396,50134.5M $0.52 %
40Amrize Ltd 629,90433.9M $0.51 %
41AstraZeneca PLC 175,49333.3M $0.50 %
42Regeneron Pharmaceuticals, Inc. 45,38232.1M $0.49 %
43Deere & Co 53,75631.7M $0.48 %
44Viking Holdings Ltd 378,45631M $0.47 %
45Dauch Corporation 257,90329.8M $0.45 %
46Old National Bancorp/IN 1,235,16829.6M $0.45 %
47Morgan Stanley 150,68128.7M $0.43 %
48Amgen Inc 82,18928.5M $0.43 %
49UGI Corp 700,19225.3M $0.38 %
50Chewy Inc 932,62623.7M $0.36 %
51Chugai Pharmaceutical Co Ltd 319,00017M $0.26 %
52Galderma Group AG 63,67213.4M $0.20 %
53Vusion/France 78,49011.2M $0.17 %
54Kone Oyj 133,1778.5M $0.13 %

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The bonds it holds

113 companies, 233 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Federal Agricultural Mortgage Corp130M $0.45 %
2Bank of America Corp622M $0.33 %
3JPMorgan Chase & Co621.1M $0.32 %
4Wells Fargo & Co414.7M $0.22 %
5NRG Energy Inc814.5M $0.22 %
6Morgan Stanley513.4M $0.20 %
7Energy Transfer LP513.3M $0.20 %
8Amgen Inc211.3M $0.17 %
9Truist Financial Corp411.1M $0.17 %
10First Citizens BancShares Inc/NC49.8M $0.15 %
11Ally Financial Inc59.5M $0.14 %
12Carnival Corp38.8M $0.13 %
13US Bancorp48.7M $0.13 %
14AT&T Inc48.4M $0.13 %
15UBS Group AG58.4M $0.13 %
16Enbridge Inc48.3M $0.13 %
17Goldman Sachs Group Inc/The28.3M $0.13 %
18Oracle Corp57.9M $0.12 %
19PNC Financial Services Group Inc/The47.8M $0.12 %
20Boeing Co/The17.5M $0.11 %
21Deutsche Bank AG57.4M $0.11 %
22AbbVie Inc27.2M $0.11 %
23Dominion Energy Inc46.9M $0.10 %
24Abbott Laboratories16.6M $0.10 %
25Banco Santander SA26.4M $0.10 %
26Occidental Petroleum Corp36.1M $0.09 %
27Regions Financial Corp26M $0.09 %
28Meta Platforms Inc35.8M $0.09 %
29Motorola Solutions Inc25.4M $0.08 %
30American Tower Corp35.1M $0.08 %
31PG&E Corp24.7M $0.07 %
32Huntington Bancshares Inc/OH44.6M $0.07 %
33Danske Bank A/S24.5M $0.07 %
34Fifth Third Bancorp34.2M $0.06 %
35Southern Co/The24.1M $0.06 %
36CNO Financial Group Inc23.9M $0.06 %
37Lloyds Banking Group PLC33.9M $0.06 %
38Citigroup Inc23.9M $0.06 %
39Entergy Corp23.8M $0.06 %
40Western Midstream Partners LP23.7M $0.06 %
41Lithia Motors Inc33.6M $0.06 %
42Builders FirstSource Inc23.6M $0.05 %
43Sempra23.5M $0.05 %
44Cheniere Energy Partners LP23.5M $0.05 %
45Fair Isaac Corp13.4M $0.05 %
46Home Depot Inc/The23.4M $0.05 %
47First Quantum Minerals Ltd43.4M $0.05 %
48Royal Bank of Canada13.1M $0.05 %
49KeyCorp33.1M $0.05 %
50CenterPoint Energy Inc33M $0.05 %
51Bank Hapoalim BM23M $0.05 %
52Targa Resources Corp23M $0.05 %
53Centene Corp22.9M $0.04 %
54Travel + Leisure Co22.9M $0.04 %
55BNP Paribas SA22.8M $0.04 %
56Bank of Montreal12.8M $0.04 %
57MSCI Inc12.7M $0.04 %
58MPLX LP22.7M $0.04 %
59News Corp22.7M $0.04 %
60Verizon Communications Inc12.6M $0.04 %
61Universal Health Services Inc12.6M $0.04 %
62CVS Health Corp12.6M $0.04 %
63Banco Bradesco S.A.12.5M $0.04 %
64MetLife Inc12.5M $0.04 %
65American Electric Power Co Inc32.4M $0.04 %
66Alphabet Inc12.4M $0.04 %
67Canadian Imperial Bank of Commerce12.4M $0.04 %
68Amazon.com Inc12.4M $0.04 %
69TD SYNNEX Corp12.4M $0.04 %
70Comstock Resources Inc12.2M $0.03 %
71Duke Energy Corp12.1M $0.03 %
72Reinsurance Group of America Inc12.1M $0.03 %
73Millicom International Cellular SA22.1M $0.03 %
74Micron Technology Inc12M $0.03 %
75Tenet Healthcare Corp12M $0.03 %
76Aker BP ASA21.9M $0.03 %
77Societe Generale SA11.9M $0.03 %
78Asbury Automotive Group Inc21.9M $0.03 %
79Radian Group Inc11.9M $0.03 %
80Block Inc21.8M $0.03 %
81Cemex SAB de CV11.8M $0.03 %
82Expand Energy Corp11.6M $0.02 %
83Exelon Corp21.6M $0.02 %
84Bank of New York Mellon Corp/The11.6M $0.02 %
85First Horizon Corp11.5M $0.02 %
86Pilgrim's Pride Corp11.5M $0.02 %
87Starwood Property Trust Inc11.5M $0.02 %
88DaVita Inc11.3M $0.02 %
89Valvoline Inc11.3M $0.02 %
90EOG Resources Inc11.3M $0.02 %
91KLA Corp11.3M $0.02 %
92WEC Energy Group Inc11.3M $0.02 %
93ING Groep NV11.3M $0.02 %
94Merck & Co Inc11.2M $0.02 %
95Thermo Fisher Scientific Inc11.2M $0.02 %
96Intercontinental Exchange Inc11.2M $0.02 %
97Waste Management Inc11.2M $0.02 %
98Amphenol Corp11.2M $0.02 %
99KB Home11.2M $0.02 %
100Flowserve Corp11.2M $0.02 %

Sector breakdown

  • Technology 31.0 %
  • Consumer discretionary 10.3 %
  • Health care 9.0 %
  • Communication 8.6 %
  • Industrials 7.7 %
  • Financials 7.0 %
  • Energy 6.4 %
  • Consumer staples 6.1 %
  • Materials 3.7 %
  • Real estate 2.3 %
  • Unattributed 7.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 93.8 %
  • EUR 3.5 %
  • DKK 1.1 %
  • GBP 0.8 %
  • JPY 0.4 %
  • CHF 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 90.8 %
  • France 3.3 %
  • Canada 1.3 %
  • Switzerland 1.2 %
  • Denmark 1.1 %
  • United Kingdom 0.8 %
  • Bermuda 0.8 %
  • Japan 0.4 %
  • Finland 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States433.6B $90.81 %
2France3132.2M $3.33 %
3Canada153.1M $1.34 %
4Switzerland247.2M $1.19 %
5Denmark143M $1.08 %
6United Kingdom133.3M $0.84 %
7Bermuda131M $0.78 %
8Japan117M $0.43 %
9Finland18.5M $0.21 %
Cite this page

Titelia. "Holdings of Balanced Fund". https://titelia.com/en/funds/S000000629