FSEBX
Fidelity Sustainability U.S. Equity Fund
1W: -1.0%
1M: -0.3%
3M: +0.2%
YTD: +12.9%
1Y: +17.4%
3Y: +77.7%
5Y: +66.2%
$17.43
+0.14 (+0.81%)
Weekly Expected Move ±1.5%
$17
$17
$17
$18
$18
Key Statistics
AUM$36M
Holdings92
Top 10 Wt39.7%
Volume0
Avg Volume0
Beta1.09
Portfolio Fundamentals
P/E20.1
P/B7.1
Div Yield0.83%
ROE42.0%
% Profitable90%
Inception2021-06-15
Sector Allocation
Technology
32.7%
Industrials
12.5%
Consumer Cyclical
11.7%
Healthcare
11.6%
Financial Services
9.3%
Communication Services
5.9%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 6.93% | $2.6M | 11,370 |
| 2 | Apple Inc | AAPL | 6.60% | $2.5M | 7,473 |
| 3 | Alphabet Inc Class A | GOOGL | 5.87% | $2.2M | 6,424 |
| 4 | Microsoft Corp | MSFT | 4.77% | $1.8M | 3,494 |
| 5 | Amazon.com Inc | AMZN | 4.73% | $1.8M | 7,146 |
| 6 | Fidelity Cash Central Fund | — | 3.12% | $1.2M | — |
| 7 | Broadcom Inc | AVGO | 3.01% | $1.1M | 3,164 |
| 8 | JPMorgan Chase & Co | JPM | 2.31% | $860,127 | 2,568 |
| 9 | Eli Lilly & Co | LLY | 2.15% | $801,890 | 676 |
| 10 | Micron Technology Inc | MU | 1.83% | $683,938 | 642 |