Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Select Defense and Aerospace Portfolio Fidelity Select Portfolios · 30 lines · as of May 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Select Defense and Aerospace Portfolio |
|---|---|
| General Electric Co | 21.93 % |
| RTX Corp | 12.88 % |
| Boeing Co/The | 11.57 % |
| Howmet Aerospace Inc | 5.01 % |
| HEICO Corp | 4.65 % |
| Rocket Lab Corp | 4.39 % |
| General Dynamics Corp | 3.84 % |
| Curtiss-Wright Corp | 3.50 % |
| Carpenter Technology Corp | 3.36 % |
| TransDigm Group Inc | 2.65 % |
| WOODWARD INC | 2.59 % |
| ROLLS-ROYCE HOLDINGS PLC | 2.31 % |
| ATI INC | 2.21 % |
| Axon Enterprise Inc | 2.20 % |
| Textron Inc | 2.17 % |
| Bombardier Inc | 2.13 % |
| Mercury Systems Inc | 1.90 % |
| Huntington Ingalls Industries Inc | 1.76 % |
| L3Harris Technologies Inc | 1.69 % |
| StandardAero Inc | 1.53 % |
| Northrop Grumman Corp | 1.15 % |
| Lockheed Martin Corp | 1.06 % |
| LEONARDO DRS INC | 0.91 % |
| BAE SYSTEMS PLC | 0.83 % |
| Karman Holdings Inc | 0.65 % |
| CACI International Inc | 0.49 % |
| Hensoldt AG | 0.10 % |
| Arxis Inc | 0.01 % |
| BETA TECHNOLOGIES INC | 0.01 % |
| HAWKEYE 360 INC | 0.01 % |
Titelia read 30 lines in these 1 funds.