C000021966 Holdings — SA Franklin Systematic U.S. Large Cap Value Portfolio

All 140 reported holdings of SA Franklin Systematic U.S. Large Cap Value Portfolio (C000021966) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Alphabet Inc3.17%$18.45M
JPMorgan Chase & Co2.48%$14.42M
Micron Technology Inc2.44%$14.21M
Alphabet Inc2.23%$13.01M
Berkshire Hathaway Inc2.21%$12.84M
Caterpillar Inc2.20%$12.83M
Cisco Systems Inc1.97%$11.45M
Bank of America Corp1.86%$10.84M
Applied Materials Inc1.71%$9.93M
Morgan Stanley1.69%$9.82M
Western Digital Corp1.66%$9.67M
Amazon.com Inc1.61%$9.37M
QUALCOMM Inc1.60%$9.30M
Exxon Mobil Corp1.51%$8.79M
Walmart Inc1.38%$8.06M
Prologis Inc1.35%$7.86M
Altria Group Inc1.33%$7.76M
Bristol-Myers Squibb Co1.32%$7.69M
Salesforce Inc1.27%$7.39M
Johnson & Johnson1.24%$7.21M
Newmont Goldcorp Corp.1.20%$6.97M
General Motors Co1.19%$6.91M
State Street Corp1.18%$6.87M
PayPal Holdings Inc1.17%$6.82M
Citigroup Inc1.16%$6.77M
Ferguson Enterprises Inc1.15%$6.68M
Marathon Petroleum Corp1.12%$6.55M
Ford Motor Co1.10%$6.39M
Archer-Daniels-Midland Co1.09%$6.37M
Johnson Controls International plc1.08%$6.31M
Crh PLC1.06%$6.17M
Comcast Corp1.05%$6.11M
Lockheed Martin Corp1.05%$6.11M
Electronic Arts Inc1.05%$6.11M
Gilead Sciences Inc1.03%$5.97M
AT&T Inc1.02%$5.95M
TJX Cos Inc/The1.01%$5.91M
Cheniere Energy Inc0.99%$5.76M
WEC Energy Group Inc0.98%$5.73M
Colgate-Palmolive Co0.98%$5.68M
3M Co0.97%$5.65M
Bank of New York Mellon Corp/The0.97%$5.63M
Devon Energy Corp0.96%$5.57M
Hartford Insurance Group Inc/The0.94%$5.48M
VICI Properties Inc0.94%$5.45M
Northern Trust Corp0.94%$5.44M
TechnipFMC PLC0.93%$5.41M
American International Group Inc0.92%$5.37M
American Electric Power Co Inc0.89%$5.19M
Medtronic PLC0.88%$5.09M
Biogen Inc0.85%$4.94M
Raymond James Financial Inc0.82%$4.80M
Mettler-Toledo International Inc0.81%$4.69M
Centene Corp0.80%$4.67M
Edwards Lifesciences Corp0.79%$4.62M
United Rentals Inc0.78%$4.56M
Consolidated Edison Inc0.76%$4.43M
Cardinal Health Inc0.70%$4.08M
Amgen Inc0.67%$3.92M
MSCI Inc0.66%$3.83M
Valero Energy Corp0.65%$3.81M
Carnival Corp0.64%$3.72M
Delta Air Lines Inc0.63%$3.69M
Chevron Corp0.60%$3.51M
CF Industries Holdings Inc0.59%$3.45M
DuPont de Nemours, Inc.0.59%$3.42M
JB Hunt Transport Services Inc0.58%$3.35M
CH Robinson Worldwide Inc0.57%$3.34M
Procter & Gamble Co/The0.56%$3.28M
Cummins Inc0.56%$3.26M
Cognizant Technology Solutions Corp0.55%$3.23M
PepsiCo Inc0.55%$3.22M
Ulta Beauty Inc0.55%$3.20M
Williams-Sonoma Inc0.54%$3.15M
UnitedHealth Group Inc0.53%$3.09M
Exelon Corp0.51%$2.96M
Regeneron Pharmaceuticals Inc0.50%$2.93M
Dollar Tree Inc0.49%$2.84M
CBRE Group Inc0.48%$2.82M
Illumina Inc0.48%$2.80M
Philip Morris International Inc0.47%$2.72M
Northrop Grumman Corp0.45%$2.60M
Kroger Co/The0.45%$2.60M
Fed Home Ln Discount Nt0.44%$2.55M
Meta Platforms Inc0.42%$2.45M
Intel Corp0.42%$2.45M
APA Corp0.42%$2.44M
Regency Centers Corp0.42%$2.43M
RenaissanceRe Holdings Ltd0.41%$2.38M
US Foods Holding Corp0.40%$2.32M
EQT Corp0.37%$2.17M
Globe Life Inc0.36%$2.11M
Best Buy Co Inc0.36%$2.08M
HP Inc0.36%$2.07M
Crown Holdings Inc0.35%$2.03M
Ryder System Inc0.31%$1.78M
Abbott Laboratories0.29%$1.71M
Gen Digital Inc0.29%$1.66M
Flowserve Corp0.26%$1.52M
Kimberly-Clark Corp0.26%$1.51M
Edison International0.26%$1.51M
SEI Investments Co0.26%$1.49M
Arch Capital Group Ltd0.25%$1.43M
Cirrus Logic Inc0.24%$1.41M
McKesson Corp0.23%$1.34M
AGCO Corp0.22%$1.31M
Verizon Communications Inc0.22%$1.30M
T Rowe Price Group Inc0.22%$1.27M
BorgWarner Inc0.21%$1.25M
WW Grainger Inc0.21%$1.25M
Axis Capital Holdings Ltd0.21%$1.25M
Darling Ingredients Inc0.20%$1.15M
Millicom International Cellular SA0.19%$1.09M
Allegion plc0.18%$1.07M
XP Inc0.18%$1.05M
Synchrony Financial0.18%$1.05M
Acuity Inc0.18%$1.03M
Nutanix Inc0.17%$1.01M
Genpact Ltd0.17%$985.65K
Anglogold Ashanti Plc0.17%$977.51K
MarketAxess Holdings Inc0.16%$950.84K
MGIC Investment Corp0.15%$889.52K
Clean Harbors Inc0.14%$827.04K
Block Inc0.14%$815.17K
Sun Communities Inc0.14%$790.05K
XPO Inc0.13%$779.92K
Macy's Inc0.13%$758.79K
UiPath Inc0.13%$740.59K
Crocs Inc0.13%$733.34K
Lyft Inc0.12%$725.97K
Veralto Corp0.12%$721.65K
Boyd Gaming Corp0.12%$702.30K
Public Service Enterprise Group Inc0.11%$628.86K
Bath & Body Works Inc0.11%$617.84K
Gap Inc/The0.10%$591.66K
Ralph Lauren Corp0.10%$570.60K
L3Harris Technologies Inc0.09%$507.11K
ResMed Inc0.09%$502.24K
HCA Healthcare Inc0.08%$494.40K
State Street Global Advisors0.01%$50.70K

C000021966 overview: performance, fees, allocation and SEC filings