FFNNX holdings — Select Consumer Discretionary Portfolio
Select Consumer Discretionary Portfolio (FFNNX) held 59 positions with net assets of $918M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 66.6% of the fund, led by AMZN, TSLA, HD.
FFNNX top holdings
- AMZN AMAZON.COM INC — 26.17% ($240M)
- TSLA TESLA INC — 16.68% ($153M)
- HD HOME DEPOT INC — 3.84% ($35.2M)
- LOW LOWES COS INC — 3.76% ($34.5M)
- Fidelity Revere Street Trust — 3.21% ($29.5M)
- MCD MCDONALDS CORP — 3.16% ($29.0M)
- TJX TJX COMPANIES INC — 2.89% ($26.6M)
- HLT HILTON WORLDWIDE HOLDINGS INC — 2.87% ($26.4M)
- ROST ROSS STORES INC — 2.03% ($18.6M)
- SGI SOMNIGROUP INTERNATIONAL INC — 1.96% ($18.0M)
- DKS DICKS SPORTING GOODS INC — 1.87% ($17.1M)
- GM GENERAL MOTORS CO — 1.82% ($16.7M)
- CARNIVAL CORP LTD — 1.48% ($13.6M)
- BKNG BOOKING HOLDINGS INC — 1.48% ($13.6M)
- ATZAF ARITZIA INC — 1.41% ($12.9M)
- DLTR DOLLAR TREE INC — 1.38% ($12.7M)
- DPZ DOMINOS PIZZA INC — 1.33% ($12.2M)
- FND FLOOR and DECOR HOLDINGS INC — 1.32% ($12.1M)
- ASO ACADEMY SPORTS and OUTDOORS INC — 1.24% ($11.4M)
- PHM PULTE GROUP INC — 1.13% ($10.4M)
- CMG CHIPOTLE MEXICAN GRILL INC — 1.05% ($9.63M)
- OLLI OLLIES BARGAIN OUTLET HLDGS INC — 1.00% ($9.19M)
- DECK DECKERS OUTDOOR CORP — 0.94% ($8.67M)
- QSR RESTAURANT BRANDS INTL INC — 0.92% ($8.41M)
- MELI MERCADOLIBRE INC — 0.87% ($7.94M)
What are FFNNX's top 10 holdings?
AMZN (26.2%), TSLA (16.7%), HD (3.8%), LOW (3.8%), Fidelity Revere Street Trust (3.2%), MCD (3.2%), TJX (2.9%), HLT (2.9%), ROST (2.0%), SGI (2.0%).
How many stocks are in FFNNX?
Select Consumer Discretionary Portfolio reported 59 holdings as of May 31, 2026.
Share classes: FFNNX, FFNQX, FFNRX, FFNSX, FFNUX, FSCPX