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FSLVX

Fidelity Stock Selector Large Cap Value Fund
1W: -1.9% 1M: -9.3% 3M: -5.9% YTD: -5.8% 1Y: +2.7% 3Y: +42.6% 5Y: +50.3%
$28.41
+0.04 (+0.14%)
 
Weekly Expected Move ±2.5%
$26 $27 $28 $28 $29
ETF NASDAQ · AUM $1.4B
ETF-Level Metrics
AUM$1.4B
Holdings156
Top 10 Wt21.8%
Beta0.80
% Profitable89%
Coverage97%
Portfolio Valuation
P/E184.9
P/B40.4
P/S33.6
EV/EBITDA15.6
P/FCF285.4
PEG8.97
Profitability & Returns
Gross Margin45.8%
Net Margin18.2%
ROE23.5%
ROA5.7%
ROIC22.3%
Div Yield1.82%
Leverage & Liquidity
Debt/Equity0.71
Debt/Assets0.17
Net Debt/EBITDA-0.5x
Interest Cov4.2x
Current Ratio0.76
Quick Ratio0.71
Growth (YoY)
Revenue+7.6%
Net Income+16.5%
EPS+20.2%
FCF+29.6%
EBITDA+18.2%
Rev CAGR 3Y+8.4%
Quality Scores
Piotroski F6.5
Altman Z2.84
IS Quality67.9
IS Overall51.1
IS Value55.5
Median P/E22.1

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 26 21.6% 16.4
Technology 16 14.9% 23.4
Industrials 14 12.8% 45.8
Healthcare 25 11.3% 21.7
Consumer Cyclical 12 9.0% 28.1
Consumer Defensive 22 6.7% 30.5
Energy 8 6.2% 12.8
Communication Services 8 4.6% 48.7
Utilities 7 4.6% 27.2
Real Estate 14 4.1% 198.2
Basic Materials 4 2.4% 23.9
Other 2 1.9%

Smart Money Overlap

22 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
JNJ Johnson & Johnson 1.76% 4 Bullish 12 2 +0.4%
JPM JPMorgan Chase & Co. 1.64% 4 Bullish 14 9 +0.2%
WMT Walmart Inc. 1.33% 4 Bullish 22 3 +1.2%
BK The Bank of New York Mellon Corporation 1.31% 4 Bullish 6 2 +2.8%
C Citigroup Inc. 0.98% 4 Bullish 35 9 -0.1%
MRK Merck & Co., Inc. 0.97% 4 Bullish 11 2 +2.1%
SRE Sempra 0.97% 4 Bullish 7 1 +7.2%
SCHW The Charles Schwab Corporation 0.96% 4 Bullish 12 3 +1.5%
WELL Welltower Inc. 0.87% 4 Bullish 6 1 -2.4%
CVS CVS Health Corporation 0.82% 4 Bullish 26 2 +2.3%
AJG Arthur J. Gallagher & Co. 0.80% 4 Bullish 19 1 -4.3%
CSCO Cisco Systems, Inc. 0.57% 4 Bullish 5 6 +0.1%
STT State Street Corporation 0.57% 4 Bullish 1 1 +2.9%
MOS The Mosaic Company 0.37% 4 Bullish 1 1 +0.8%
RTX RTX Corporation 0.35% 4 Bullish 18 3 +0.2%
DIS The Walt Disney Company 0.34% 4 Bullish 29 3 +0.3%
DE Deere & Company 0.22% 4 Bullish 10 3 +22.9%
REGN Regeneron Pharmaceuticals, Inc. 0.22% 4 Bullish 16 1 -2.7%
KR The Kroger Co. 0.20% 4 Bullish 12 2 -3.5%
META Meta Platforms, Inc. 0.13% 4 Bullish 42 14 -3.2%
Showing 50 of 158 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ALPHABET INC GOOGL.SW 4.01% $28.0M 99,555 27.0 $2.9T Technology
2 AMAZON.COM INC AMZN 2.74% $19.1M 78,372 28.9 $2.3T Consumer Cyclical
3 EXXON MOBIL CORP XOM 2.48% $17.3M 151,500 24.1 $669.5B Energy
4 BANK OF AMERICA CORPORATION BAC 2.48% $17.3M 324,105 11.9 $354.4B Financial Services
5 WELLS FARGO and CO WFC 1.89% $13.2M 151,769 12.0 $248.7B Financial Services
6 Fidelity Revere Street Trust Private 1.79% $12.5M 12,514,113
7 JOHNSON and JOHNSON JNJ 1.76% $12.3M 64,985 22.0 $585.7B Healthcare
8 BOEING CO BA 1.70% $11.9M 59,104 71.6 $163.5B Industrials
9 JPMORGAN CHASE and CO JPM 1.64% $11.5M 36,855 14.4 $794.5B Financial Services
10 CUMMINS INC CMI 1.57% $11.0M 25,100 26.7 $75.9B Industrials
11 SALESFORCE INC CRM.NE 1.53% $10.7M 41,125 23.5 $230.2B Technology
12 PROCTER and GAMBLE CO PG 1.49% $10.4M 69,293 21.1 $334.4B Consumer Defensive
13 WESTINGHOUSE AIR BRAKE TECH CORP WAB 1.47% $10.3M 50,325 37.0 $43.4B Industrials
14 EMCOR GROUP INC EME 1.43% $10.0M 14,800 26.8 $33.9B Industrials
15 LOWES COS INC LOW 1.37% $9.6M 40,198 19.4 $129.7B Consumer Cyclical
16 WALMART INC WMT 1.33% $9.3M 91,706 45.8 $1.0T Consumer Defensive
17 HARTFORD INSURANCE GROUP INC/THE HIG 1.32% $9.2M 74,386 9.9 $38.0B Financial Services
18 BANK NEW YORK MELLON CORP BK 1.31% $9.2M 84,970 15.5 $85.2B Financial Services
19 CAPGEMINI SA CAP.SW 1.27% $7.7M 57,456 14.0 $18.7B Technology
20 US BANCORP DEL USB 1.26% $8.8M 189,146 10.9 $82.3B Financial Services
21 VERIZON COMMUNICATIONS INC VZ 1.23% $8.6M 215,390 12.2 $208.4B Communication Services
22 CSX CORP CSX 1.18% $8.3M 229,800 26.6 $76.7B Industrials
23 BLACKROCK INC BLK 1.17% $8.1M 7,520 27.0 $150.3B Financial Services
24 T-MOBILE US INC TMUS 1.14% $8.0M 37,992 20.4 $225.3B Communication Services
25 PARKER-HANNIFIN CORP PH 1.12% $7.8M 10,143 32.4 $114.6B Industrials
26 UNITEDHEALTH GROUP INC UNH.BA 1.11% $7.8M 22,760 20.9 $370.0T Healthcare
27 CHUBB LTD 0VQD.L 1.09% $7.6M 27,534 12.6 $131.1B Financial Services
28 THERMO FISHER SCIENTIFIC INC TMO 1.04% $7.2M 12,775 27.5 $182.6B Healthcare
29 CRH PLC CRH.L 1.01% $7.0M 59,122 15.3 $53.3B Basic Materials
30 MCDONALDS CORP MCD 1.01% $7.0M 23,531 25.6 $219.2B Consumer Cyclical
31 ACCENTURE PLC 0Y0Y.L 1.00% $7.0M 27,800 16.2 $126.3B Technology
32 FEDEX CORP FDX 0.99% $6.9M 27,140 19.6 $86.3B Industrials
33 CITIGROUP INC C 0.98% $6.9M 67,800 14.7 $201.6B Financial Services
34 MERCK and CO INC MRK 0.97% $6.8M 79,200 16.5 $298.8B Healthcare
35 SEMPRA SRE 0.97% $6.8M 73,465 35.3 $64.8B Utilities
36 SCHWAB CHARLES CORP SCHW 0.96% $6.7M 70,665 18.8 $166.6B Financial Services
37 GOLDMAN SACHS GROUP INC (THE) GS 0.94% $6.6M 8,300 15.7 $256.1B Financial Services
38 ABBOTT LABORATORIES ABT.SW 0.94% $6.5M 52,900 27.5 $146.8B Healthcare
39 QUALCOMM INC QCOM 0.93% $6.5M 36,109 25.3 $135.4B Technology
40 WELLTOWER INC WELL 0.87% $6.1M 33,598 148.9 $141.2B Real Estate
41 CENCORA INC ABC 0.87% $6.1M 18,000 38.8 $36.1B Healthcare
42 WESTERN DIGITAL CORP WDC 0.86% $6.0M 40,014 26.7 $100.0B Technology
43 COCA COLA CO KO 0.83% $5.8M 84,425 25.2 $330.0B Consumer Defensive
44 CVS HEALTH CORP CVS 0.82% $5.7M 73,500 52.8 $93.5B Healthcare
45 AMDOCS LIMITED DOX 0.82% $5.7M 67,737 12.6 $7.2B Technology
46 PHILLIPS 66 PSX 0.81% $5.7M 41,800 16.1 $70.6B Energy
47 U-HAUL HOLDING CO UHALB 0.81% $5.6M 116,050 99.4 Industrials
48 GALLAGHER (ARTHUR J.) and CO AJG 0.80% $5.6M 22,361 37.9 $55.9B Financial Services
49 ZOOM COMMUNICATIONS INC ZM 0.76% $5.3M 61,129 12.8 $24.4B Technology
50 EVERSOURCE ENERGY ES 0.76% $5.3M 71,815 15.4 $26.1B Utilities

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