— Know what they know.
Not Investment Advice

FLCSX

Fidelity Large Cap Stock Fund
1W: -3.4% 1M: -8.2% 3M: -5.5% YTD: -6.2% 1Y: +24.2% 3Y: +84.4% 5Y: +99.5%
$64.12
+0.00 (+0.00%)
 
Weekly Expected Move ±2.2%
$59 $61 $62 $63 $65
ETF NASDAQ · AUM $6.2B
ETF-Level Metrics
AUM$6.2B
Holdings169
Top 10 Wt44.3%
Beta0.92
% Profitable85%
Coverage96%
Portfolio Valuation
P/E272.8
P/B88.3
P/S83.4
EV/EBITDA17.0
P/FCF412.1
PEG8.23
Profitability & Returns
Gross Margin55.9%
Net Margin30.6%
ROE36.3%
ROA12.4%
ROIC34.3%
Div Yield1.30%
Leverage & Liquidity
Debt/Equity0.45
Debt/Assets0.16
Net Debt/EBITDA-0.3x
Interest Cov12.7x
Current Ratio0.75
Quick Ratio0.68
Growth (YoY)
Revenue+15.7%
Net Income+38.7%
EPS+46.0%
FCF+30.6%
EBITDA+32.1%
Rev CAGR 3Y+15.0%
Quality Scores
Piotroski F6.5
Altman Z12.35
IS Quality71.6
IS Overall55.9
IS Value49.7
Median P/E23.0

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 23 27.7% 37.3
Financial Services 21 14.4% 21.3
Industrials 29 14.3% 34.4
Healthcare 30 10.4% -28.9
Energy 10 8.5% 24.7
Communication Services 5 6.7% 18.1
Utilities 9 4.7% 40.1
Consumer Defensive 17 4.2% 10.4
Other 12 4.0%
Consumer Cyclical 13 2.9% 27.5
Basic Materials 7 1.9% -124.1
Real Estate 6 0.7% 27.0

Smart Money Overlap

23 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
GEV GE Vernova Inc. 3.60% 4 Bullish 8 7 +2.9%
META Meta Platforms, Inc. 2.74% 4 Bullish 42 14 -3.2%
AVGO Broadcom Inc. 2.63% 4 Bullish 1 10 -2.2%
KKR KKR & Co. Inc. 0.65% 4 Bullish 13 1 -2.7%
HUM Humana Inc. 0.42% 4 Bullish 1 2 -1.8%
DIS The Walt Disney Company 0.36% 4 Bullish 29 3 +0.3%
JNJ Johnson & Johnson 0.36% 4 Bullish 12 2 +0.4%
MTB M&T Bank Corporation 0.36% 4 Bullish 12 1 -4.5%
MOS The Mosaic Company 0.32% 4 Bullish 1 1 +0.8%
COP ConocoPhillips 0.31% 4 Bullish 1 3 +22.3%
GD General Dynamics Corporation 0.28% 4 Bullish 40 1 -2.0%
CAH Cardinal Health, Inc. 0.25% 4 Bullish 1 1 +0.3%
AJG Arthur J. Gallagher & Co. 0.21% 4 Bullish 19 1 -4.3%
MRK Merck & Co., Inc. 0.17% 4 Bullish 11 2 +2.1%
SCHW The Charles Schwab Corporation 0.17% 4 Bullish 12 3 +1.5%
DE Deere & Company 0.12% 4 Bullish 10 3 +22.9%
SRE Sempra 0.09% 4 Bullish 7 1 +7.2%
RTX RTX Corporation 0.06% 4 Bullish 18 3 +0.2%
EMR Emerson Electric Co. 0.06% 4 Bullish 10 1 +3.0%
SWK Stanley Black & Decker, Inc. 0.03% 4 Bullish 25 2 -4.1%
Showing 50 of 182 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 7.91% $516.9M 2,552,767 35.9 $4.3T Technology
2 MICROSOFT CORP MSFT 6.34% $414.2M 799,841 23.3 $2.8T Technology
3 WELLS FARGO and CO WFC 5.83% $380.9M 4,380,098 12.0 $248.7B Financial Services
4 GE AEROSPACE GEC.L 4.73% $309.0M 1,000,004 34.5 $259.9B Industrials
5 BOEING CO BA 3.90% $254.5M 1,266,036 71.6 $163.5B Industrials
6 Fidelity Revere Street Trust Private 3.68% $240.7M 240,695,055
7 GE VERNOVA INC GEV 3.60% $234.9M 401,480 50.0 $243.8B Utilities
8 EXXON MOBIL CORP XOM 3.52% $229.7M 2,008,989 24.1 $669.5B Energy
9 ALPHABET INC GOOGL.SW 3.00% $195.9M 696,775 27.0 $2.9T Technology
10 META PLATFORMS INC META 2.74% $179.0M 276,106 24.0 $1.4T Communication Services
11 BANK OF AMERICA CORPORATION BAC 2.72% $177.7M 3,324,315 11.9 $354.4B Financial Services
12 BROADCOM INC AVGO 2.63% $171.9M 464,993 59.7 $1.5T Technology
13 APPLE INC AAPL.NE 2.60% $169.7M 627,653 32.0 $5.1T Technology
14 ALPHABET INC GOOG 2.58% $168.3M 597,076 27.0 $3.6T Communication Services
15 SHELL PLC SHEL 2.00% $130.4M 1,740,823 15.0 $265.0B Energy
16 IMPERIAL OIL LTD IMO.TO 1.42% $130.1M 1,049,165 28.0 $90.3B Energy
17 VISA INC V.BA 1.35% $88.2M 258,832 27.7 $811.1T Financial Services
18 FIRST QUANTUM MINERALS LTD FM.TO 1.27% $116.0M 3,984,802 -754.4 $28.6B Basic Materials
19 UNITEDHEALTH GROUP INC UNH.BA 1.24% $81.1M 237,348 20.9 $370.0T Healthcare
20 UCB SA UCB.BR 1.07% $60.4M 271,392 32.3 $50.4B Healthcare
21 UNITED PARCEL SERVICE INC UPS 1.00% $65.6M 680,562 15.0 $83.4B Industrials
22 AMAZON.COM INC AMZN 0.98% $64.3M 263,186 28.9 $2.3T Consumer Cyclical
23 GSK PLC GSK 0.94% $61.4M 1,311,029 15.1 $114.2B Healthcare
24 BOSTON SCIENTIFIC CORP BSX 0.92% $60.1M 596,363 32.2 $93.2B Healthcare
25 COMCAST CORP CMCSA 0.79% $51.5M 1,850,772 5.1 $101.8B Communication Services
26 PNC FINANCIAL SERVICES GRP INC PNC 0.79% $51.5M 281,889 12.0 $85.4B Financial Services
27 SAP SE SAP 0.76% $49.7M 191,081 23.7 $200.2B Technology
28 MICRON TECHNOLOGY INC MU 0.75% $49.2M 219,698 17.1 $413.0B Technology
29 MARVELL TECHNOLOGY INC MRVL 0.73% $48.0M 512,263 34.0 $93.6B Technology
30 TAIWAN SEMICONDUCTOR MFG CO LTD TSM 0.73% $47.8M 159,017 27.3 $1.8T Technology
31 SOUTHERN COMPANY SO 0.66% $42.8M 455,383 24.8 $109.1B Utilities
32 KKR and CO INC KKR 0.65% $42.6M 359,832 34.3 $81.3B Financial Services
33 KEURIG DR PEPPER INC KDP 0.63% $41.1M 1,515,069 16.5 $34.4B Consumer Defensive
34 HALEON PLC HLN 0.58% $37.6M 4,054,487 32.6 $44.3B Healthcare
35 BRITISH AMERICAN TOBACCO PLC BTI 0.56% $36.8M 718,231 12.4 $126.6B Consumer Defensive
36 LOWES COS INC LOW 0.56% $36.3M 152,447 19.4 $129.7B Consumer Cyclical
37 COCA COLA CO KO 0.53% $34.6M 502,438 25.2 $330.0B Consumer Defensive
38 SPIRIT AEROSYSTEMS HLDGS INC SPR 0.53% $34.4M 937,191 -1.8 $4.6B Industrials
39 CIGNA GROUP (THE) CI 0.50% $32.5M 132,913 12.1 $72.1B Healthcare
40 NORTHERN TRUST CORP NTRS 0.48% $31.4M 243,804 15.4 $26.4B Financial Services
41 VERTIV HOLDINGS CO VRT 0.46% $30.2M 156,621 75.0 $100.0B Industrials
42 SOMNIGROUP INTERNATIONAL INC TPX 0.45% $29.4M 369,971 39.8 $13.7B Consumer Cyclical
43 MCKESSON CORP MCK 0.44% $28.7M 35,321 25.1 $109.1B Healthcare
44 KENVUE INC KVUE 0.42% $27.6M 1,923,613 22.3 $32.9B Consumer Defensive
45 Fidelity Revere Street Trust Private 0.42% $27.3M 27,267,382
46 HUMANA INC HUM 0.42% $27.2M 97,822 18.0 $21.4B Healthcare
47 PHILIP MORRIS INTERNATIONAL INC PMI.SW 0.41% $26.7M 185,239 21.7 $210.2B Consumer Defensive
48 ADOBE INC ADBE 0.40% $26.3M 77,209 13.8 $99.0B Technology
49 ELI LILLY and CO LLY 0.40% $26.0M 30,180 40.7 $884.0B Healthcare
50 BOMBARDIER INC BBDBN.MX 0.40% $36.5M 186,200 18.9 $6.5T Industrials

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms