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SELECT SOFTWARE and IT Services Portfolio | FSCSX

Mutual Fund
SELECT SOFTWARE and IT Services Portfolio
Last update 2025-06-16 47 Stocks (1 new)
Value $10.19 Bil Turnover 2 %
Countries:
Top Holdings: MSFT(24.71%)CRM(8.75%)ADBE(6.33%)ADSK(3.31%)WDAY(2.65%)
Summary Stock Picks Current Portfolio
SELECT SOFTWARE and IT Service... 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
MSFT
Microsoft Corp
6,339,502
2,516,718.9
+2.56%
24.710
+0.62%
0.090
+24.91%
+16.72%
3,642,764.1
Software
CRM
Salesforce Inc
2,993,084
891,490.1
0%
8.750
0%
0.310
-4.87%
-18.64%
259,238.5
Software
ADBE
Adobe Inc
1,469,300
644,376.2
0%
6.330
0%
0.340
-3.08%
-14.02%
162,953.3
Software
ADSK
Autodesk Inc
1,229,600
337,168.6
0%
3.310
0%
0.570
+13.00%
+2.92%
65,079.8
Software
WDAY
Workday Inc
1,024,300
269,739.2
-3.68%
2.650
-0.09%
0.380
-4.29%
-7.30%
63,767.1
Software
PANW
Palo Alto Networks Inc
1,403,600
267,287.5
-2.02%
2.620
-0.05%
0.210
+9.15%
+10.84%
134,486.9
Software
INTU
Intuit Inc
418,258
256,743.5
+14.73%
2.520
+0.32%
0.150
+23.96%
+21.12%
211,628.2
Software
HUBS
HubSpot Inc
336,814
243,850.0
-3.74%
2.390
-0.09%
0.640
-11.10%
-20.01%
29,391.7
Software
ORCL
Oracle Corp
1,435,327
238,350.4
0%
2.340
0%
0.050
+39.50%
+29.97%
604,657.5
Software
TEAM
Atlassian Corp
834,050
237,087.0
-13.10%
2.330
-0.31%
0.320
-14.47%
-17.55%
52,677.0
Software

SELECT SOFTWARE and IT Services Portfolio's Historical Top Holdings Breakdowns

SELECT SOFTWARE and IT Services 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
MSFT
Microsoft Corp
2025-02-28
Add
Add
+0.62%
●
392.53 ($425.78) 454.46
$490.11
15.11%
Add 2.56%
6,339,502
158,500
SNPS
Synopsys Inc
2025-02-28
Add
Add
+0.53%
●
454.71 ($510.58) 588
$478.98
-6.19%
Add 79.02%
267,100
117,900
CDNS
Cadence Design Systems Inc
2025-02-28
Add
Add
+0.43%
●
248.56 ($297.9) 324.54
$296.80
-0.37%
Add 66.88%
433,900
173,897
TWLO
Twilio Inc
2025-02-28
Reduce
Reduce
-0.35%
●
104.54 ($120.31) 148.35
$121.62
1.09%
Reduce -20.08%
1,443,329
-362,700
NET
Cloudflare Inc
2025-02-28
Reduce
Reduce
-0.32%
●
99.83 ($128.14) 176.5
$186.43
45.49%
Reduce -19.38%
1,427,249
-343,100
INTU
Intuit Inc
2025-02-28
Add
Add
+0.32%
●
555.63 ($617.01) 677.77
$759.03
23.02%
Add 14.73%
418,258
53,700
WK
Workiva Inc
2025-02-28
Reduce
Reduce
-0.31%
●
83.49 ($101.7) 114.78
$67.18
-33.94%
Reduce -19.6%
1,403,570
-342,172
TEAM
Atlassian Corp
2025-02-28
Reduce
Reduce
-0.31%
●
236.24 ($274.93) 322.94
$200.67
-27.01%
Reduce -13.1%
834,050
-125,700
XYZ
Block Inc
2025-02-28
Reduce
Reduce
-0.20%
●
62.84 ($86.47) 98.92
$65.34
-24.44%
Reduce -12.49%
1,682,127
-240,000
AKAM
Akamai Technologies Inc
2025-02-28
Add
Add
+0.20%
●
76.73 ($95.16) 102.1
$80.06
-15.87%
Add 54.37%
707,045
249,020

SELECT SOFTWARE and IT Services Portfolio Total Holding History ($B)

To

SELECT SOFTWARE and IT Services Portfolio's Asset Allocation

To

SELECT SOFTWARE and IT Services Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

SELECT SOFTWARE and IT Services Portfolio's Hypothetical Growth since 2025-02-28

SELECT SOFTWARE and IT Services Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

SELECT SOFTWARE and IT Services Portfolio's Holdings Heat Map

Size field:

SELECT SOFTWARE and IT Services Portfolio's Holdings Bubble Chart

SELECT SOFTWARE and IT Services Portfolio News

  • 1

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