TAX MANAGED MULTI CAP GROWTH PORTFOLIO
Tax-Managed Multi-Cap Growth Portfolio

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
ARGENX SE SPONSORED ADR 0 1,668 1,668 0.47% $1.40M
UNITEDHEALTH GRP 0 4,205 4,205 0.41% $1.21M
MEDLINE INC-A 0 1,593 1,593 0.02% $70.41K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
CARIS LIFE SCIENCES INC 52,126 0 -52,126 0.00% -$1.57M
SHIFT4 PAYMENTS INC 13,838 0 -13,838 0.00% -$956.21K
State Street Navigator Securities Lending Government Money Market Portfolio 513,274 0 -513,274 0.00% -$513.27K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
MSILF-GOVT-INS 819,535 5,636,650 4,817,115 1.90% $4.82M
EDWARDS LIFESCIENCES CORP 19,017 26,187 7,170 0.72% $562.62K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
MICROSOFT CORP 74,352 69,246 -5,106 10.02% -$8.70M
AMAZON.COM INC 118,076 110,092 -7,984 8.86% -$2.49M
APPLE INC 116,404 100,863 -15,541 8.80% -$5.30M
ALPHABET INC CL A 61,650 56,023 -5,627 6.37% $1.60M
UNITED RENTALS INC 7,233 6,684 -549 1.76% -$1.07M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
NVIDIA CORP 177,438 177,438 0 11.41% -$2.02M
ALPHABET INC CL C 47,917 47,917 0 5.46% $2.72M
META PLATFORMS INC CL A 18,990 18,990 0 4.58% $1.29M
MONOLITHIC POWER SYS INC 8,854 8,854 0 3.35% $1.05M
VISA INC-CLASS A 30,882 30,882 0 3.34% -$583.98K
BROADCOM INC 24,620 24,620 0 2.74% -$943.68K
AMETEK INC NEW 31,600 31,600 0 2.38% $691.09K
TJX COS INC 44,664 44,664 0 2.25% $431.90K
PERFORMANCE FOOD GROUP CO 58,516 58,516 0 1.88% -$75.49K
SALESFORCE INC 19,700 19,700 0 1.41% -$947.96K
LILLY ELI and CO 3,834 3,834 0 1.34% $668.23K
UBER TECHNOLOGIES INC 47,387 47,387 0 1.28% -$779.52K
ABBVIE INC 17,006 17,006 0 1.28% $84.52K
VERTEX PHARMACEUTICALS INC 7,471 7,471 0 1.18% $331.19K
GODADDY INC CL A 33,923 33,923 0 1.15% -$1.11M
INTUIT INC 6,414 6,414 0 1.08% -$1.08M
S&P GLOBAL INC 5,966 5,966 0 1.06% $242.10K
THE BOOKING HOLDINGS INC 626 626 0 1.05% -$47.51K
DANAHER CORP 14,070 14,070 0 1.04% $49.39K
WASTE CONNECTIONS INC 16,156 16,156 0 0.91% -$1.29K
ADOBE INC 9,206 9,206 0 0.91% -$433.23K
NORFOLK SOUTHERN CORP 8,734 8,734 0 0.86% $68.65K
INTUITIVE SURGICAL INC 4,788 4,788 0 0.81% -$143.93K
SHERWIN WILLIAMS CO 6,570 6,570 0 0.78% $63.73K
SYNOPSYS INC 4,809 4,809 0 0.75% $54.32K
COPART INC 49,420 49,420 0 0.67% -$120.09K
ORACLE CORP 11,391 11,391 0 0.63% -$1.12M
STRYKER CORP 4,839 4,839 0 0.60% $64.46K
SERVICETITAN INC-A 21,343 21,343 0 0.56% -$341.91K
LULULEMON ATHLETICA INC 8,980 8,980 0 0.53% $35.56K
ECOLAB INC 5,380 5,380 0 0.51% $137.67K
MARRIOTT INTL-A 4,720 4,720 0 0.50% $258.28K
LIVE NATION ENTERTAINMENT INC 9,609 9,609 0 0.47% -$39.20K
MONDELEZ INTL INC 21,749 21,749 0 0.43% $21.97K
OKTA INC CL A 15,035 15,035 0 0.43% -$106.00K
DOMINOS PIZZA INC 3,079 3,079 0 0.42% $36.55K
COSTAR GROUP INC 17,605 17,605 0 0.36% -$128.69K
NUTANIX INC CL A 22,727 22,727 0 0.30% -$725.22K

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