TAX MANAGED MULTI CAP GROWTH PORTFOLIO

TAX MANAGED MULTI CAP GROWTH PORTFOLIO is a registered fund series of Tax-Managed Multi-Cap Growth Portfolio (series S000005251). Net assets $300.2M as of 2026-04-30.

Profile

Advisers

Top holdings (48 reported)

Showing 15 of 48 holdings by value.

HoldingTickerValue% of fund
NVIDIA Corp$35.4M1179.47%
Amazon.com Inc$29.2M971.96%
Microsoft Corp$28.2M940.52%
Apple Inc$27.4M911.61%
Alphabet Inc$21.6M718.04%
Alphabet Inc$15.7M524.09%
Monolithic Power Systems Inc$14.3M476.10%
Meta Platforms Inc$11.6M387.04%
Broadcom Inc$10.3M342.31%
Visa Inc$10.2M339.28%
AMETEK Inc$7.4M247.87%
TJX Cos Inc/The$7.0M233.19%
United Rentals Inc$6.4M213.69%
Performance Food Group Co$5.3M176.51%
Eli Lilly & Co$4.3M142.73%

Net asset history

Report dateNet assets
2026-04-30$300.2M
2026-01-31$297.1M
2025-10-31$310.0M
2025-07-31$296.4M
2025-04-30$259.8M
2025-01-31$293.5M
2024-10-31$275.9M
2024-07-31$269.5M

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