FM

Frontier Mid Cap Growth Portfolio

Mutual Fund
Brighthouse Funds Trust II
Last update 2024-08-29 90 Stocks (5 new)
Value $1.02 Bil Turnover 7 %
Countries:
Top Holdings: APO(3.17%)FTAI(2.64%)CRWD(2.56%)KKR(2.24%)MPWR(2.19%)
Portfolio Report
Summary Stock Picks Current Portfolio
Frontier Mid Cap Growth Portfo... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
APO 		Apollo Global Management Inc
275,318
32506.800
-2.45%
3.170
-0.07%
0.050
+59.60%
+77.83%
92652.441
Asset Management
FTAI 		FTAI Aviation Ltd
262,524
27100.350
-12.71%
2.640
-0.23%
0.260
+55.66%
+252.30%
16556.649
Business Services
CRWD 		CrowdStrike Holdings Inc
68,508
26251.580
-18.61%
2.560
-0.45%
0.030
+43.45%
+34.47%
84200.927
Software
KKR 		KKR & Co Inc
217,860
22927.590
-2.45%
2.240
-0.05%
0.020
+36.09%
+86.02%
136041.142
Asset Management
MPWR 		Monolithic Power Systems Inc
27,348
22471.300
-2.45%
2.190
-0.04%
0.060
-21.79%
+2.51%
31419.201
Semiconductors
FICO 		Fair Isaac Corp
14,748
21954.760
-8.20%
2.140
-0.15%
0.060
+36.52%
+101.73%
57171.312
Software
NTRA 		Natera Inc
194,321
21043.020
-2.45%
2.050
-0.04%
0.160
+17.31%
+115.84%
16711.835
Medical Diagnostics & Research
TTD 		The Trade Desk Inc
207,737
20289.670
+12.15%
1.980
+0.21%
0.040
+35.20%
+82.32%
64756.898
Software
DXCM 		DexCom Inc
177,483
20123.020
-2.45%
1.960
-0.06%
0.040
+4.31%
-40.09%
29036.857
Medical Devices & Instruments
XPO 		XPO Inc
187,370
19889.330
-34.72%
1.940
-1.10%
0.160
+34.56%
+72.95%
17639.538
Transportation

Frontier Mid Cap Growth Portfolio's Historical Top Holdings Breakdowns

Frontier Mid Cap Growth 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
XPO 		XPO Inc2024-06-30Reduce
-1.10%
●
102.37 ($112.11) 128.64
$151.54
35.17%
Reduce -34.72%
187,370
-99,652
ALNY 		Alnylam Pharmaceuticals Inc2024-06-30New Buy
+0.99%
●
143.31 ($157.87) 247
$268.95
70.36%
New holding
41,883
41,883
DKNG 		DraftKings Inc2024-06-30New Buy
+0.98%
●
35.13 ($41.51) 47.2
$41.71
0.48%
New holding
263,264
263,264
SM 		SM Energy Co2024-06-30Reduce
-0.87%
●
43.23 ($49.11) 52.76
$43.41
-11.61%
Reduce -64.66%
106,083
-194,072
BYD 		Boyd Gaming Corp2024-06-30Sold Out
-0.87%
●
50.36 ($57.08) 67.67
$73.87
29.41%
Sold Out
0
-142,261
LRCX 		Lam Research Corp2024-06-30Sold Out
-0.75%
●
86.81 ($96.13) 108.96
$75.70
-21.25%
Sold Out
0
-8,584
ARRY 		Array Technologies Inc2024-06-30Sold Out
-0.70%
●
10.26 ($12.69) 14.69
$6.59
-48.07%
Sold Out
0
-520,151
PLTR 		Palantir Technologies Inc2024-06-30Add
+0.62%
●
20.47 ($22.52) 25.82
$59.85
165.76%
Add 64.47%
634,523
248,713
MCHP 		Microchip Technology Inc2024-06-30Sold Out
-0.56%
●
81.68 ($91.51) 99.49
$67.30
-26.46%
Sold Out
0
-68,541
BLDR 		Builders FirstSource Inc2024-06-30Reduce
-0.52%
●
136.51 ($169.76) 205.41
$178.65
5.24%
Reduce -20.41%
107,894
-27,668

Frontier Mid Cap Growth Portfolio Total Holding History ($B)

To

Frontier Mid Cap Growth Portfolio's Asset Allocation

To

Frontier Mid Cap Growth Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

Frontier Mid Cap Growth Portfolio's Hypothetical Growth since 2024-06-30

Frontier Mid Cap Growth Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Frontier Mid Cap Growth Portfolio's Holdings Heat Map

Size field:

Frontier Mid Cap Growth Portfolio's Holdings Bubble Chart

Frontier Mid Cap Growth Portfolio News

  • 1

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