Brighthouse/Wellington Large Cap Research Portfolio
Data updated: 2026-05-28
C000030760 — Brighthouse/Wellington Large Cap Research Portfolio data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Blend / Core Equity · $2.30B AUM · 0.54% expense ratio · 16.9% 1-yr return. From SEC regulatory filings.
C000030760 Fund Overview
Brighthouse/Wellington Large Cap Research Portfolio is a US mutual fund managed by Brighthouse Funds Trust I, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Brighthouse Funds Trust I
- Category: United States Large Cap Blend / Core Equity
- Assets under management: $2.30B
- 1-year return: 16.9%
- SEC CIK: 0001126087
- SEC series ID: S000011125
- Share class ID: C000030760
C000030760 Holdings
Top 10 holdings of Brighthouse/Wellington Large Cap Research Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| NVIDIA Corp | 8.77% |
| Apple Inc | 5.66% |
| Microsoft Corp | 4.89% |
| Amazon.com Inc | 4.81% |
| Alphabet Inc | 4.45% |
| Broadcom Inc | 3.27% |
| Meta Platforms Inc | 2.75% |
| Exxon Mobil Corp | 2.51% |
| Wells Fargo & Co | 2.03% |
| Mastercard Inc | 1.80% |
C000030760 Portfolio Allocation
Asset-class allocation of Brighthouse/Wellington Large Cap Research Portfolio by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.1% |
| Cash & Equivalents | 9.5% |
C000030760 Performance
Total returns for C000030760 (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -4.9% |
| 1 year | 16.9% |
| 3 years (annualised) | 16.1% |
| 5 years (annualised) | 10.0% |
C000030760 Risk Information
Risk metrics for C000030760, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 9.8%
C000030760 Costs and Fees
C000030760 costs about $54 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.54%
- Gross expense ratio: 0.58%
- Portfolio turnover: 71%
- Brokerage commissions: 2.46 bps of average net assets (SEC N-CEN)
C000030760 Cashflows
Over the 12 months to 2026-03, Brighthouse/Wellington Large Cap Research Portfolio had net inflows of $143.06M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$16.95M |
| 2026-02 | −$13.15M |
| 2026-01 | −$15.82M |
| 2025-12 | −$30.13M |
| 2025-11 | −$30.29M |
| 2025-10 | −$36.72M |
C000030760 Debt Constituents
No individual debt constituents are reported in Brighthouse/Wellington Large Cap Research Portfolio's latest SEC N-PORT filing.
C000030760 Prospectus and SEC Filings
Official Brighthouse/Wellington Large Cap Research Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.