BF

Balanced Fund | SVBAX

Mutual Fund
JOHN HANCOCK INVESTMENT TRUST
Last update 2024-12-27 53 Stocks (6 new)
Value $3.17 Bil Turnover 11 %
Countries:
Top Holdings: MSFT(8.63%)GOOGL(7.83%)AMZN(7.71%)AVGO(5.34%)WMT(5.12%)
Portfolio Report
Summary Stock Picks Current Portfolio
Balanced Fund Top Holdings of 2024-10-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
673,510
273680.790
+14.49%
8.630
+1.09%
0.010
+0.48%
-0.95%
3101757.911
Software
GOOGL 		Alphabet Inc
1,451,905
248435.460
+3.62%
7.830
+0.27%
0.010
+17.19%
+0.95%
2345236.930
Interactive Media
AMZN 		Amazon.com Inc
1,312,906
244725.680
-0.39%
7.710
-0.03%
0.010
+15.86%
-0.28%
2297109.305
Retail - Cyclical
AVGO 		Broadcom Inc
998,466
169509.570
+8.75%
5.340
+0.43%
0.020
+24.20%
-3.04%
1056014.468
Semiconductors
WMT 		Walmart Inc
1,982,213
162442.360
-8.57%
5.120
-0.41%
0.020
+14.44%
+1.23%
735295.840
Retail - Defensive
LLY 		Eli Lilly and Co
156,087
129511.630
-0.39%
4.080
-0.02%
0.020
-14.32%
+3.27%
717186.280
Drug Manufacturers
JPM 		JPMorgan Chase & Co
573,690
127313.280
-0.39%
4.010
-0.02%
0.020
+10.40%
+2.38%
687534.284
Banks
BRK.B 		Berkshire Hathaway Inc
243,610
109848.620
-0.39%
3.460
-0.01%
0.010
-3.39%
-1.91%
957481.928
Insurance
DE 		Deere & Co
233,456
94477.310
-0.39%
2.980
-0.01%
0.090
+5.12%
+1.60%
117086.375
Farm & Heavy Construction Machinery
LOW 		Lowe's Companies Inc
334,875
87680.320
-0.76%
2.760
-0.02%
0.060
-9.49%
+0.71%
140405.870
Retail - Cyclical

Balanced Fund's Historical Top Holdings Breakdowns

Balanced Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH 		UnitedHealth Group Inc2024-04-30Sold Out
-2.53%
●
439.2 ($491.15) 527.24
$541.14
10.18%
Sold Out
0
-150,177
CRM 		Salesforce Inc2024-10-31Sold Out
-1.84%
●
238.42 ($267.74) 298.89
$319.07
19.17%
Sold Out
0
-222,068
ASML 		ASML Holding NV2023-10-31New Buy
+1.62%
●
570.6 ($624.55) 708.71
$727.41
16.47%
New holding
72,871
72,871
XTER:IFX 		Infineon Technologies AG2024-04-30New Buy
+1.57%
●
29.81 (€32.68) 34.89
€32.22
-1.42%
New holding
1,383,966
1,383,966
MU 		Micron Technology Inc2024-07-31Reduce
-1.55%
●
102.56 ($127.49) 153.45
$95.06
-25.44%
Reduce -98.7%
5,524
-420,754
XTER:IFX 		Infineon Technologies AG2024-10-31Sold Out
-1.51%
●
28.52 (€30.56) 33
€32.22
5.42%
Sold Out
0
-1,360,291
XPAR:DG 		Vinci SA2023-07-31New Buy
+1.51%
●
102.02 (€107.28) 110.9
€99.06
-7.66%
New holding
360,149
360,149
TMO 		Thermo Fisher Scientific Inc2024-07-31Sold Out
-1.39%
●
531.86 ($569.48) 615.06
$555.52
-2.45%
Sold Out
0
-74,720
PXD Pioneer Natural Resources Co2024-01-31Sold Out
-1.37%
●
216.49 ($229.13) 245.84
$269.62
17.67%
Sold Out
0
-154,803
CSCO 		Cisco Systems Inc2023-10-31Reduce
-1.34%
●
51.37 ($54.31) 57.84
$58.76
8.19%
Reduce -48.92%
755,220
-723,211

Balanced Fund Total Holding History ($B)

To

Balanced Fund's Asset Allocation

To

Balanced Fund Past Portfolios

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

Top Ranked Articles

  • 1

Balanced Fund's Hypothetical Growth since 2024-10-31

Balanced Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Balanced Fund's Holdings Heat Map

Size field:

Balanced Fund's Holdings Bubble Chart

Balanced Fund News

  • 1

Discussions on Balanced Fund

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.