Brighthouse/Wellington Large Cap Research Portfolio
Data updated: 2026-08-27
C000030761 — Brighthouse/Wellington Large Cap Research Portfolio. United States Large Cap Blend / Core Equity. Holdings, fees, performance and SEC filings.
C000030761 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: $2.58B
- 1-year return: 22.0%
- SEC CIK: 0001126087
- SEC series ID: S000011125
- Share class ID: C000030761
C000030761 Investment Objective and Strategy
Brighthouse/Wellington Large Cap Research Portfolio describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Brighthouse Funds Trust I.
Investment objective
Long-term capital appreciation.
Principal investment strategy
Wellington Management Company LLP (Wellington Management or Subadviser), subadviser to the Portfolio, invests the Portfolios assets, under normal circumstances, primarily in equity securities of U.S. companies and, to a lesser extent, of foreign companies. Under normal circumstances, the Portfolio invests at least 80% of its net assets in securities of large-capitalization companies. The Portfolio considers a company to be a large-capitalization company if it has a market capitalization at the time of purchase that falls within the market capitalization range of companies included in the Russell 1000 Index or the S&P 500 Index. As of December 31, 2025, the lowest capitalization of companies in the Russell 1000 Index was $144.9 million, while the lowest capitalization of companies in the S&P 500 Index was $5.5 billion as of that date.
The market capitalization limits will vary with market fluctuations. Equity securities may include common stocks, preferred stocks, American Depositary Receipts (ADRs), rights and warrants. In managing the Portfolio, Wellington Management allocates the Portfolios assets across a variety of industries, selecting companies in each industry based on the research of Wellington Managements team of global industry analysts. The Portfolio typically seeks to maintain representation in each major industry represented by broad-based, large cap U.S. equity indices. The Portfolio may, from time to time, emphasize one or more sectors. Wellington Management may invest up to 15% of the Portfolios total net assets in securities of foreign issuers and non-dollar denominated securities. In analyzing a prospective investment for the Portfolio, Wellington Management utilizes a bottom-up approach, which is the use of fundamental analysis to identify specific securities for purchase or sale.
Fundamental analysis of a company involves the assessment of a variety of factors, including the companys business environment, management quality, balance sheet, income statement, anticipated earnings, revenues and dividends, and other related measures or indicators of valuation and growth potential.
C000030761 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 | 8.48% |
| Apple Inc | 5.38% |
| Amazon.com Inc | 5.06% |
| Alphabet Inc | 4.94% |
| Microsoft Corp | 4.27% |
| Broadcom Inc | 3.54% |
| Micron Technology Inc | 2.77% |
| Advanced Micro Devices Inc | 1.99% |
| Goldman Sachs Group Inc/The | 1.79% |
| Eli Lilly & Co | 1.68% |
C000030761 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 | 99.5% |
| Cash & Equivalents | 4.5% |
C000030761 Performance
Total returns for C000030761 (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 10.3% |
| 1 year | 22.0% |
| 3 years (annualised) | 19.1% |
| 5 years (annualised) | 11.3% |
C000030761 Risk Information
Risk metrics for C000030761, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 13.4%
C000030761 Costs and Fees
C000030761 costs about $79 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.79%
- Gross expense ratio: 0.83%
- Portfolio turnover: 71%
- Brokerage commissions: 2.46 bps of average net assets (SEC N-CEN)
C000030761 Cashflows
Over the 12 months to 2026-06, Brighthouse/Wellington Large Cap Research Portfolio had net outflows of $13.24M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-06 | $291.92M |
| 2026-05 | −$39.47M |
| 2026-04 | −$28.57M |
| 2026-03 | −$16.95M |
| 2026-02 | −$13.15M |
| 2026-01 | −$15.82M |
C000030761 Debt Constituents
No individual debt constituents are reported in Brighthouse/Wellington Large Cap Research Portfolio's latest SEC N-PORT filing.
C000030761 Prospectus and SEC Filings
Official Brighthouse/Wellington Large Cap Research Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-04-24
- Prospectus (485BPOS) — filed 2025-04-25
- Prospectus (485BPOS) — filed 2024-04-25
- Portfolio holdings (N-PORT) — filed 2026-08-27
- Portfolio holdings (N-PORT) — filed 2026-05-28
- Portfolio holdings (N-PORT) — filed 2026-02-27
- Annual census (N-CEN) — filed 2026-03-11
- Annual census (N-CEN) — filed 2025-03-14
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.