SF

Select FinTech Portfolio | FSVLX

Mutual Fund
Select FinTech Portfolio
Last update 2025-06-16 24 Stocks (1 new)
Value $123.00 Mil Turnover 10 %
Countries:
Top Holdings: V(13.06%)MA(12.10%)AXP(10.80%)INTU(7.75%)TSX:SHOP(6.57%)
Summary Stock Picks Current Portfolio
Select FinTech Portfolio Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
V
Visa Inc
44,233
16,043.8
+10.33%
13.060
+1.22%
0.000
+5.91%
+13.93%
701,033.1
Credit Services
MA
Mastercard Inc
25,781
14,857.9
+4.48%
12.100
+0.52%
0.000
+7.46%
+8.43%
516,916.7
Credit Services
AXP
American Express Co
44,076
13,265.1
+1.91%
10.800
+0.20%
0.010
+33.18%
+11.47%
229,884.2
Credit Services
INTU
Intuit Inc
15,500
9,514.5
+4.22%
7.750
+0.31%
0.010
+30.65%
+24.63%
217,757.2
Software
TSX:SHOP
Shopify Inc
72,095
8,074.8
+44.50%
6.570
+2.02%
0.010
+44.64%
+3.44%
205,323.5
Software
XAMS:ADYEN
Adyen NV
3,901
7,120.9
+16.69%
5.800
+0.83%
0.010
+20.51%
+5.64%
47,808.1
Software
FI
Fiserv Inc
26,201
6,175.3
+5.53%
5.030
+0.26%
0.000
-19.06%
-14.54%
97,330.9
Software
DFS
Discover Financial Services
30,521
5,957.4
-1.23%
4.850
-0.06%
0.010
+2.43%
+15.88%
50,343.3
Credit Services
COF
Capital One Financial Corp
29,248
5,865.7
+11.70%
4.780
+0.50%
0.000
+35.10%
+24.65%
141,301.7
Credit Services
CPAY
Corpay Inc
13,950
5,120.4
+0.59%
4.170
+0.02%
0.020
+6.76%
+0.20%
23,904.3
Software

Select FinTech Portfolio's Historical Top Holdings Breakdowns

Select FinTech Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSX:SHOP
Shopify Inc
2025-02-28
Add
Add
+2.02%
●
145.82 (C$161.84) 183.45
C$158.26
-2.21%
Add 44.5%
72,095
22,202
GWRE
Guidewire Software Inc
2025-02-28
Add
Add
+1.52%
●
168.58 ($191.4) 218.22
$230.38
20.37%
Add 295.37%
12,474
9,319
WEX
WEX Inc
2025-02-28
Sold Out
Sold Out
-1.26%
●
148.29 ($172.56) 189.29
$151.23
-12.36%
Sold Out
0
-7,713
V
Visa Inc
2025-02-28
Add
Add
+1.22%
●
306.92 ($328.58) 362.71
$358.86
9.22%
Add 10.33%
44,233
4,143
SSNC
SS&C Technologies Holdings Inc
2025-02-28
Add
Add
+0.89%
●
73.65 ($80.21) 89.13
$83.50
4.10%
Add 65.4%
31,129
12,309
XAMS:ADYEN
Adyen NV
2025-02-28
Add
Add
+0.83%
●
1378.4 (€1540.89) 1846
€1,518.00
-1.49%
Add 16.69%
3,901
558
ACIW
ACI Worldwide Inc
2025-02-28
New Buy
New Buy
+0.78%
●
50.38 ($53.28) 57.35
$46.21
-13.27%
New holding
16,700
16,700
FIS
Fidelity National Information Services Inc
Fidelity National Information Services Inc
2025-02-28
Reduce
Reduce
-0.74%
●
68.91 ($79.14) 85.49
$81.77
3.32%
Reduce -16.58%
50,540
-10,046
PYPL
PayPal Holdings Inc
2025-02-28
Add
Add
+0.52%
●
70.73 ($84.71) 91.81
$76.59
-9.59%
Add 16.88%
62,471
9,023
MA
Mastercard Inc
2025-02-28
Add
Add
+0.52%
●
504.67 ($539.66) 576.31
$569.24
5.48%
Add 4.48%
25,781
1,105

Select FinTech Portfolio Total Holding History ($B)

To

Select FinTech Portfolio's Asset Allocation

To

Select FinTech Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Select FinTech Portfolio's Hypothetical Growth since 2025-02-28

Select FinTech Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Select FinTech Portfolio's Holdings Heat Map

Size field:

Select FinTech Portfolio's Holdings Bubble Chart

Select FinTech Portfolio News

  • 1

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