— Know what they know.
Not Investment Advice

FSELX

Fidelity Select Semiconductors Portfolio
1W: +1.4% 1M: +9.9% 3M: -0.8% YTD: +45.5% 1Y: +52.7% 3Y: +245.3% 5Y: +316.0%
$66.58
+1.31 (+2.01%)
 
Weekly Expected Move ±4.8%
$59 $62 $65 $68 $72
ETF NASDAQ · AUM $39.1B
Key Statistics
AUM$39.1B
Holdings25
Top 10 Wt80.6%
Volume0
Avg Volume0
Beta2.13
Portfolio Fundamentals
P/E24.7
P/B12.3
Div Yield0.35%
ROE66.2%
% Profitable30%
Inception1985-07-29
Sector Allocation
Technology 73.4%
Real Estate 24.1%
Other 2.6%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP 0QOJ.L 24.07% $7.9B 44,390,880
2 BROADCOM INC 1YD.DE 11.64% $3.8B 11,902,817
3 MARVELL TECHNOLOGY INC MRVL 8.65% $2.8B 34,588,407
4 MICRON TECHNOLOGY INC MTE.DE 7.02% $2.3B 5,565,870
5 NXP SEMICONDUCTORS NV 0EDE.L 6.30% $2.1B 9,071,300
6 MONOLITHIC POWER SYSTEMS INC MPWR 5.47% $1.8B 1,563,767
7 LAM RESEARCH CORP LAR.DE 5.23% $1.7B 7,302,979
8 ON SEMICONDUCTOR CORP 0KC4.L 5.18% $1.7B 25,441,608
9 GLOBALFOUNDRIES INC GFS 3.99% $1.3B 27,432,633
10 WESTERN DIGITAL CORP 0QZF.L 3.05% $998.4M 3,569,436

Recent Holding Changes

Date Holding Change Details
2026-09-30 CBRS Changed 1418917 → 1502327
2026-09-30 PI Changed 962664 → 963538
2026-09-30 LRCX Changed 4720010 → 4476620
2026-09-30 SNDK Changed 53758 → 54499
2026-09-30 AVGO Changed 20098560 → 19830277

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