C000078098 Holdings — Mid-Cap Value Portfolio

All 140 reported holdings of Mid-Cap Value Portfolio (C000078098) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
TechnipFMC PLC1.75%$7.03M
US Foods Holding Corp1.69%$6.75M
Ameriprise Financial Inc1.66%$6.67M
LPL Financial Holdings Inc1.64%$6.56M
AutoZone Inc1.48%$5.94M
Cencora Inc1.44%$5.79M
Simon Property Group Inc1.39%$5.57M
Marathon Petroleum Corp1.35%$5.39M
Keysight Technologies Inc1.26%$5.03M
Old Dominion Freight Line Inc1.23%$4.94M
eBay Inc1.23%$4.92M
Permian Resources Corp1.23%$4.91M
Coca-Cola Consolidated Inc1.17%$4.69M
Allegion plc1.17%$4.68M
Textron Inc1.17%$4.68M
Clear Street1.16%$4.67M
DTE Energy Co1.14%$4.57M
Expeditors International of Washington Inc1.13%$4.54M
Tenet Healthcare Corp1.11%$4.45M
Markel Group Inc1.11%$4.44M
Packaging Corp of America1.08%$4.32M
Reliance Inc1.07%$4.28M
Diamondback Energy Inc1.01%$4.03M
Microchip Technology Inc0.99%$3.98M
Range Resources Corp0.99%$3.97M
Stifel Financial Corp0.98%$3.94M
NVR Inc0.98%$3.92M
CF Industries Holdings Inc0.98%$3.91M
Generac Holdings Inc0.98%$3.91M
Howmet Aerospace Inc0.92%$3.70M
Regency Centers Corp0.91%$3.66M
Somnigroup International Inc0.91%$3.66M
Ross Stores Inc0.91%$3.64M
East West Bancorp Inc0.90%$3.59M
CACI International Inc0.89%$3.58M
Lamar Advertising Co0.89%$3.55M
RenaissanceRe Holdings Ltd0.89%$3.55M
Affiliated Managers Group Inc0.87%$3.49M
Ball Corp0.86%$3.45M
TopBuild Corp0.85%$3.41M
Phillips 660.85%$3.40M
OGE Energy Corp0.84%$3.38M
L3Harris Technologies Inc0.84%$3.35M
Solventum Corp0.83%$3.32M
NetApp Inc0.82%$3.27M
Cigna Group/The0.81%$3.23M
Sysco Corp0.80%$3.21M
InterDigital Inc0.78%$3.14M
McKesson Corp0.78%$3.13M
EastGroup Properties Inc0.78%$3.13M
EQT Corp0.78%$3.13M
Quest Diagnostics Inc0.78%$3.12M
Masco Corp0.77%$3.08M
CDW Corp/DE0.76%$3.06M
Allison Transmission Holdings Inc0.76%$3.06M
Ralph Lauren Corp0.75%$3.01M
Xcel Energy Inc0.75%$3.00M
Williams-Sonoma Inc0.73%$2.91M
Watts Water Technologies Inc0.71%$2.85M
Entergy Corp0.71%$2.84M
Frontdoor Inc0.71%$2.83M
Murphy USA Inc0.70%$2.82M
IQVIA Holdings Inc0.70%$2.79M
Flex Ltd0.69%$2.77M
Zebra Technologies Corp0.69%$2.76M
RB Global Inc0.68%$2.73M
AMETEK Inc0.67%$2.69M
Huntington Bancshares Inc/OH0.66%$2.65M
Biogen Inc0.66%$2.64M
Arch Capital Group Ltd0.65%$2.62M
Lincoln Electric Holdings Inc0.65%$2.59M
EPAM Systems Inc0.64%$2.55M
Yum! Brands Inc0.63%$2.53M
First American Financial Corp0.63%$2.52M
Travelers Cos Inc/The0.63%$2.51M
Labcorp Holdings Inc0.62%$2.50M
Boyd Gaming Corp0.62%$2.48M
McCormick & Co Inc/MD0.61%$2.46M
Steris PLC0.61%$2.46M
FirstEnergy Corp0.61%$2.46M
GE HealthCare Technologies Inc0.61%$2.45M
Valvoline Inc0.60%$2.41M
3M Co0.59%$2.36M
Marvell Technology Inc0.58%$2.32M
Credit Acceptance Corp0.57%$2.30M
Commercial Metals Co0.57%$2.29M
DR Horton Inc0.57%$2.29M
Equity LifeStyle Properties Inc0.55%$2.21M
Fifth Third Bancorp0.54%$2.17M
Swib0.53%$2.14M
Dover Corp0.53%$2.13M
UFP Industries Inc0.52%$2.09M
Coca-Cola Europacific Partners PLC0.52%$2.08M
Landstar System Inc0.51%$2.05M
Expedia Group Inc0.51%$2.04M
WEX Inc0.51%$2.03M
Jabil Inc0.50%$2.01M
MSC Industrial Direct Co Inc0.50%$1.99M
Gen Digital Inc0.48%$1.92M
Essex Property Trust Inc0.48%$1.92M
Arrow Electronics Inc0.48%$1.90M
LKQ Corp0.47%$1.89M
Evercore Inc0.47%$1.89M
Voya Financial Inc0.47%$1.87M
Qiagen NV0.47%$1.87M
Wyndham Hotels & Resorts Inc0.46%$1.86M
CenterPoint Energy Inc0.46%$1.84M
Corpay Inc0.46%$1.84M
Parker-Hannifin Corp0.45%$1.82M
NewMarket Corp0.45%$1.79M
Equity Residential0.44%$1.76M
SLB Ltd0.44%$1.75M
Halozyme Therapeutics Inc0.43%$1.73M
Resideo Technologies Inc0.43%$1.73M
Rocket Cos Inc0.43%$1.72M
SEI Investments Co0.42%$1.69M
Builders FirstSource Inc0.42%$1.69M
Marriott International Inc/MD0.41%$1.62M
ITT Inc0.41%$1.62M
Extra Space Storage Inc0.40%$1.62M
Leidos Holdings Inc0.40%$1.62M
Gentex Corp0.39%$1.58M
Synchrony Financial0.39%$1.57M
Check Point Software Technologies Ltd0.39%$1.54M
Cavco Industries Inc0.38%$1.54M
Domino's Pizza Inc0.38%$1.51M
Darden Restaurants Inc0.37%$1.48M
Carlisle Cos Inc0.37%$1.47M
Ares Management Corp0.36%$1.46M
Vontier Corp0.35%$1.39M
Copart Inc0.35%$1.38M
Qnity Electronics Inc0.34%$1.38M
Cal-Maine Foods Inc0.31%$1.25M
VICI Properties Inc0.28%$1.11M
TE Connectivity PLC0.26%$1.05M
Louisiana-Pacific Corp0.25%$1.00M
NRG Energy Inc0.25%$986.88K
Churchill Downs Inc0.24%$952.65K
Pacific Life U.S. Government Fund Direct0.23%$932.24K
Masterbrand Inc0.17%$699.50K

C000078098 overview: performance, fees, allocation and SEC filings