SVBAX
John Hancock Balanced Fund
1W: +2.8%
1M: +2.9%
3M: +1.0%
YTD: +2.5%
1Y: +11.3%
3Y: +36.3%
5Y: +32.8%
$30.39
+0.20 (+0.66%)
Weekly Expected Move ±2.0%
$29
$30
$30
$31
$31
Key Statistics
AUM$2.9B
Holdings58
Top 10 Wt24.5%
Volume0
Avg Volume0
Beta0.84
Portfolio Fundamentals
P/E27.9
P/B7.1
Div Yield0.99%
ROE27.9%
% Profitable5%
Inception1992-10-05
Sector Allocation
Other
41.8%
Technology
20.2%
Consumer Cyclical
6.6%
Healthcare
6.6%
Industrials
5.3%
Financial Services
5.2%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Microsoft Corporation | MSFT | 4.53% | $289.1M | 671,880 |
| 2 | Alphabet Inc. | GOOGL.SW | 4.17% | $265.9M | 786,834 |
| 3 | Amazon.com Inc. | AMZN | 3.71% | $236.7M | 989,314 |
| 4 | Broadcom Inc. | AVGO | 2.41% | $153.6M | 463,548 |
| 5 | JPMorgan Chase and Co. | JPM | 2.36% | $150.4M | 491,717 |
| 6 | NVIDIA Corporation | NVDA | 1.67% | $106.7M | 558,320 |
| 7 | Berkshire Hathaway Inc. | BRK-B | 1.54% | $98.4M | 204,845 |
| 8 | Eli Lilly and Company | LLY | 1.45% | $92.4M | 89,115 |
| 9 | Walmart Inc. | WMT | 1.38% | $87.7M | 736,017 |
| 10 | Applied Materials Inc. | AMAT | 1.28% | $81.8M | 253,858 |