Titelia

Holdings of Loomis Sayles Growth Portfolio

ISIN US10923M7810

Brighthouse Funds Trust I · Original filing · Compare with another fund · Report an error

Net assets
2.7B $ including 2.7B $ in equities, 99.2 %
Positions
37 in 4 countries
Top ten
65.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 1,855,893323.7M $11.88 %
2Alphabet Inc 870,810250.4M $9.19 %
3Tesla Inc 589,272219.1M $8.04 %
4Meta Platforms Inc 334,768191.5M $7.03 %
5Netflix Inc 1,743,619167.6M $6.15 %
6Amazon.com Inc 728,164151.7M $5.57 %
7Boeing Co/The 652,891129.9M $4.77 %
8Visa Inc 418,882126.6M $4.65 %
9Oracle Corp 745,613109.7M $4.03 %
10Microsoft Corp 269,90199.9M $3.67 %
11Monster Beverage Corp 1,136,56382.4M $3.02 %
12Vertex Pharmaceuticals Inc 182,76381.6M $3.00 %
13Shopify Inc 618,78873.4M $2.69 %
14Regeneron Pharmaceuticals, Inc. 86,48166.8M $2.45 %
15Walt Disney Co/The 640,14261.7M $2.26 %
16Autodesk Inc 253,44760.7M $2.23 %
17Salesforce Inc 255,03147.6M $1.75 %
18Novartis AG 251,03238.3M $1.41 %
19Starbucks Corp 424,78138.1M $1.40 %
20Expeditors International of Washington Inc 251,88736.1M $1.32 %
21Intuitive Surgical Inc 76,86635.4M $1.30 %
22Deere & Co 60,20733.9M $1.25 %
23Thermo Fisher Scientific Inc 66,29832.6M $1.20 %
24SEI Investments Co 376,56429.5M $1.08 %
25Novo Nordisk A/S 799,67529.4M $1.08 %
26Roche Holding AG 573,01228.5M $1.05 %
27Yum! Brands Inc 174,31327.1M $0.99 %
28QUALCOMM Inc 185,48723.9M $0.88 %
29Block Inc 320,19619.3M $0.71 %
30NIKE Inc 360,24119M $0.70 %
31Illumina Inc 130,38116.1M $0.59 %
32FactSet Research Systems Inc 66,36214.4M $0.53 %
33PayPal Holdings Inc 290,39113.1M $0.48 %
34Workday Inc 88,49711.5M $0.42 %
35Yum China Holdings Inc 158,1157.7M $0.28 %
36Natixis Loomis Sayles Focused Growth ETF 70,4622.8M $0.10 %
37Alibaba Group Holding Ltd 12,6171.6M $0.06 %

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Sector breakdown

  • Technology 27.8 %
  • Communication 24.8 %
  • Consumer discretionary 16.9 %
  • Health care 12.2 %
  • Industrials 7.4 %
  • Financials 5.9 %
  • Consumer staples 3.0 %
  • Unattributed 2.0 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 95.1 %
  • Canada 2.7 %
  • Denmark 1.1 %
  • Switzerland 1.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States342.6B $95.14 %
2Canada173.4M $2.72 %
3Denmark129.4M $1.09 %
4Switzerland128.5M $1.05 %
Cite this page

Titelia. "Holdings of Loomis Sayles Growth Portfolio". https://titelia.com/en/funds/S000011083