Brighthouse/Wellington Large Cap Research Portfolio
Actively managed U.S. stock fund
As of its 2026 Q2 report, Brighthouse/Wellington Large Cap Research Portfolio held 200 positions with $2.58B in net assets. Its ten largest holdings made up 39.9% of the fund. Its share classes cost 0.54%–0.79% a year. Over the 12 months to May 2026, it returned 28.7%, with dividends reinvested. In 2026 Q2 it added 52 new positions and exited 62.
Long-term capital appreciation.
The fund is managed by Wellington Management, a subadviser that invests primarily in large-capitalization U.S. equity securities, with up to 15% in foreign securities, using fundamental analysis to select individual companies across major industries. The subadviser's bottom-up approach assesses business environment, management quality, financial statements, and valuation metrics to identify specific holdings rather than tracking an index.
What you own
| Company | Weight | Value | Shares | Reported price |
|---|---|---|---|---|
NVDANVIDIA Corp | 8.48% | $218.43M | 1.1M | $200.09 |
AAPLApple Inc | 5.38% | $138.70M | 479.4K | $289.36 |
AMZNAmazon.com Inc | 5.06% | $130.40M | 547.1K | $238.34 |
GOOGLAlphabet Inc | 4.94% | $127.30M | 356.2K | $357.37 |
MSFTMicrosoft Corp | 4.27% | $110.04M | 295.0K | $373.02 |
AVGOBroadcom Inc | 3.54% | $91.26M | 241.6K | $377.75 |
2.77% | $71.32M | 61.8K | $1,154.29 | |
1.99% | $51.23M | 88.2K | $580.91 | |
1.79% | $46.18M | 45.7K | $1,011.37 | |
1.68% | $43.32M | 36.1K | $1,199.43 |
Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.
All 200 holdings, with the share counts as filed, open with a free account.
What the fund is made of
Percentages are of fund net assets. Rounding, liabilities and short positions can make totals differ from 100%.
| Stocks | 99.53% |
| Cash & short-term | 4.48% |
By sector
- Information Technology
- 33.2%
- Consumer Discretionary
- 10.4%
- Financials
- 10.3%
- Health Care
- 8.9%
- 10 other sectors
- 37.3%
- Information Technology
- 33.2%
- Consumer Discretionary
- 10.4%
- Financials
- 10.3%
- Health Care
- 8.9%
- Communication Services
- 7.4%
- Industrials
- 6.9%
- International
- 5.7%
- Consumer Staples
- 5.0%
- Energy
- 2.9%
- Other
- 2.6%
- Utilities
- 2.6%
- Cash
- 1.7%
- Materials
- 1.6%
- Real Estate
- 0.9%
How it has done
C000030760 share class · total returns with dividends reinvested
Volatility over the last 12 months: 13.36%. Past returns are a record, not a forecast.
Jun 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.
Fees & fund details
Brighthouse/Wellington Large Cap Research Portfolio is an actively managed U.S. equity fund. 28% of Brighthouse/Wellington Large Cap Research Portfolio’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 91% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
- Expense ratio, by class
- 0.54% – 0.79%
- Portfolio turnover
- 71.00% a year · as of 2026 Q2
Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.
Turnover is how much of the portfolio was replaced in a year.
Classified from what the fund holds, not from its name · 2026 Q2. The summary is a paraphrase of the prospectus; the objective is verbatim.
What changed this quarter
Positions that entered or left the fund since its previous filing. Positions that were only resized are not listed.
52 new· the largest 8
62 exited· the largest 8
Understand how this fund fits with the rest.
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