FOCPX
Fidelity OTC Portfolio
1W: -2.3%
1M: +8.6%
3M: +19.4%
YTD: +20.7%
1Y: +50.3%
3Y: +132.7%
5Y: +122.7%
$29.70
+0.00 (+0.00%)
Weekly Expected Move ±2.5%
$29
$29
$30
$31
$32
Key Statistics
AUM$40.4B
Holdings127
Top 10 Wt63.7%
Volume0
Avg Volume0
Beta1.23
Portfolio Fundamentals
P/E18.1
P/B10.5
Div Yield0.26%
ROE71.1%
% Profitable62%
Inception1984-12-31
Sector Allocation
Technology
50.2%
Communication Services
21.7%
Consumer Cyclical
8.9%
Healthcare
7.8%
Other
6.2%
Utilities
2.0%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVD.DE | 13.62% | $5.0B | 25,950,077 |
| 2 | ALPHABET INC | GOOGL.SW | 10.38% | $3.8B | 11,179,883 |
| 3 | APPLE INC | AAPL.DE | 9.42% | $3.4B | 13,215,127 |
| 4 | MICROSOFT CORP | 4338.HK | 7.55% | $2.7B | 6,390,186 |
| 5 | AMAZON.COM INC | 0R1O.IL | 6.55% | $2.4B | 9,962,586 |
| 6 | META PLATFORMS INC | FB2A.DE | 4.51% | $1.6B | 2,293,788 |
| 7 | ALPHABET INC | ABEC.DE | 4.27% | $1.6B | 4,590,792 |
| 8 | SPACE EXPLORATION TECHNOLOGIES CORP | — | 3.86% | $1.4B | 3,339,423 |
| 9 | TAIWAN SEMICONDUCTOR MFG CO LTD | TSM | 2.90% | $1.1B | 3,194,212 |
| 10 | BROADCOM INC | 1YD.DE | 2.77% | $1.0B | 3,041,154 |