— Know what they know.
Not Investment Advice

FSDAX

Fidelity Select Defense & Aerospace Portfolio
1W: -5.4% 1M: -16.1% 3M: -4.5% YTD: -6.8% 1Y: +31.7% 3Y: +92.1% 5Y: +105.2%
$26.30
-0.32 (-1.20%)
 
Weekly Expected Move ±3.7%
$24 $25 $26 $26 $27
ETF NASDAQ · AUM $4.1B
Key Statistics
AUM$4.1B
Holdings35
Top 10 Wt71.2%
Volume0
Avg Volume0
Beta1.11
Portfolio Fundamentals
P/E35.1
P/B6.3
Div Yield0.86%
ROE18.5%
% Profitable81%
Inception1984-05-08
Sector Allocation
Industrials 97.1%
Other 1.6%
Technology 1.3%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 GE AEROSPACE GEC.L 19.79% $609.2M 2,213,500
2 BOEING CO BA 16.22% $499.4M 2,127,800
3 RTX CORP RTX 9.77% $300.7M 1,896,100
4 HOWMET AEROSPACE INC HWM 4.60% $141.7M 813,800
5 GENERAL DYNAMICS CORP GD 4.50% $138.4M 426,400
6 TRANSDIGM GROUP INC TDG 3.92% $120.6M 86,200
7 AXON ENTERPRISE INC AXON 3.79% $116.6M 156,000
8 HEICO CORP NEW HEI-A 3.30% $101.7M 415,000
9 L3HARRIS TECHNOLOGIES INC LHX 2.80% $86.2M 310,600
10 ROLLS-ROYCE HOLDINGS PLC RRU.DE 2.48% $56.5M 5,292,700

Recent Holding Changes

Date Holding Change Details
2026-02-28 HWM New
2026-02-28 BBDBN.MX New
2026-02-28 KTOS New
2026-02-28 TDG New
2026-02-28 MTX.DE New

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