MT

MFS Total Return Portfolio

Mutual Fund
Brighthouse Funds Trust II
Last update 2025-06-24 82 Stocks (3 new)
Value $356.00 Mil Turnover 3 %
Countries:
Top Holdings: SCHW(3.86%)MDT(3.13%)JNJ(2.92%)CI(2.91%)GS(2.71%)
Summary Stock Picks Current Portfolio
MFS Total Return Portfolio Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHW
Charles Schwab Corp
175,562
13,743.0
-3.73%
3.860
-0.14%
0.010
+31.91%
+25.05%
167,070.4
Capital Markets
MDT
Medtronic PLC
124,318
11,171.2
+1.91%
3.130
+0.06%
0.010
+9.08%
+12.70%
113,494.4
Medical Devices & Instruments
JNJ
Johnson & Johnson
62,760
10,408.1
+4.87%
2.920
+0.14%
0.000
+4.75%
+9.52%
374,842.2
Drug Manufacturers
CI
The Cigna Group
31,497
10,362.5
+2.61%
2.910
+0.07%
0.010
-0.11%
+14.09%
83,348.5
Healthcare Plans
GS
The Goldman Sachs Group Inc
17,696
9,667.1
-17.36%
2.710
-0.60%
0.010
+51.61%
+22.98%
213,954.2
Capital Markets
HES
Hess Corp
60,328
9,636.2
+10.22%
2.700
+0.25%
0.020
+18.23%
+13.73%
46,461.8
Oil & Gas
KVUE
Kenvue Inc
399,029
9,568.7
-1.33%
2.680
-0.03%
0.020
-2.83%
-1.23%
39,742.1
Consumer Packaged Goods
AON
Aon PLC
23,246
9,277.3
-1.33%
2.600
-0.03%
0.010
-1.36%
-0.89%
76,565.8
Insurance
BDX
Becton Dickinson & Co
40,485
9,273.5
+6.52%
2.600
+0.16%
0.010
-12.52%
-22.21%
50,050.3
Medical Devices & Instruments
BAC
Bank of America Corp
211,183
8,812.7
-1.33%
2.470
-0.04%
0.000
+35.39%
+8.59%
355,128.0
Banks

MFS Total Return Portfolio's Historical Top Holdings Breakdowns

MFS Total Return 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
GS
The Goldman Sachs Group Inc
2025-03-31
Reduce
Reduce
-0.60%
●
524.81 ($601.74) 672.19
$697.28
15.88%
Reduce -17.36%
17,696
-3,717
TFC
Truist Financial Corp
2025-03-31
Sold Out
Sold Out
-0.57%
●
39.48 ($44.55) 48.15
$45.40
1.91%
Sold Out
0
-46,617
CBOE
Cboe Global Markets Inc
2025-03-31
Sold Out
Sold Out
-0.47%
●
190.84 ($207.42) 226.29
$232.54
12.11%
Sold Out
0
-8,581
CVX
Chevron Corp
2025-03-31
Sold Out
Sold Out
-0.45%
●
146.71 ($156.54) 167.97
$153.24
-2.11%
Sold Out
0
-10,969
AGCO
AGCO Corp
2025-03-31
New Buy
New Buy
+0.36%
●
88.82 ($97.67) 106.69
$109.76
12.38%
New holding
13,736
13,736
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.36%
●
154.33 ($181.36) 206.38
$174.36
-3.86%
Reduce -31.88%
14,426
-6,750
BKNG
Booking Holdings Inc
2025-03-31
Sold Out
Sold Out
-0.31%
●
4295.4 ($4781.72) 5141.88
$5,713.33
19.48%
Sold Out
0
-222
SUM Unlock Delisted
Summit Materials Inc
2025-03-31
Sold Out
Sold Out
-0.31%
●
50.95 ($52.09) 52.49
$52.49
0.77%
Sold Out
0
-21,660
WFC
Wells Fargo & Co
2025-03-31
Add
Add
+0.28%
●
66.78 ($75.08) 81.42
$81.59
8.67%
Add 65.86%
34,999
13,898
TMUS
T-Mobile US Inc
2025-03-31
Reduce
Reduce
-0.28%
●
211.3 ($246.5) 272.83
$235.97
-4.27%
Reduce -25.48%
13,246
-4,528

MFS Total Return Portfolio Total Holding History ($B)

To

MFS Total Return Portfolio's Asset Allocation

To

MFS Total Return Portfolio Past Portfolios

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

Top Ranked Articles

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MFS Total Return Portfolio's Hypothetical Growth since 2025-03-31

MFS Total Return Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

MFS Total Return Portfolio's Holdings Heat Map

Size field:

MFS Total Return Portfolio's Holdings Bubble Chart

MFS Total Return Portfolio News

  • 1

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