# Portfolio overlap — FDLSX vs FDIS

Comparing **Select Leisure Portfolio** (2026-02-28) and **Fidelity MSCI Consumer Discretionary Index ETF** (2026-04-30).

- Shared positions: 29
- Select Leisure Portfolio covered by Fidelity MSCI Consumer Discretionary Index ETF: 0.1736307443131027292490752288
- Fidelity MSCI Consumer Discretionary Index ETF covered by Select Leisure Portfolio: 0.1736307443131027292490752288

## Select Leisure Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| HILTON WORLDWIDE HOLDINGS INC | 0.098178 | ✓ |
| THE BOOKING HOLDINGS INC | 0.092810 | ✓ |
| STARBUCKS CORP | 0.091435 | ✓ |
| MCDONALDS CORP | 0.090889 | ✓ |
| CARNIVAL CORP | 0.058630 | ✓ |
| YUM! BRANDS INC | 0.053037 | ✓ |
| EXPEDIA INC | 0.052251 | ✓ |
| AIRBNB INC CLASS A | 0.049260 | ✓ |
| CHIPOTLE MEXICAN GRILL INC | 0.046632 | ✓ |
| DOORDASH INC-A | 0.045292 | ✓ |
| WYNN RESORTS LTD | 0.042178 | ✓ |
| VIKING HOLDINGS LTD | 0.025979 |  |
| DOMINOS PIZZA INC | 0.024955 | ✓ |
| DRAFTKINGS INC | 0.023618 | ✓ |
| TEXAS ROADHOUSE INC | 0.020833 | ✓ |
| SERVICE CORP INTERNATIONAL INC | 0.020818 | ✓ |
| PLANET FITNESS INC CL A | 0.015521 | ✓ |
| MARRIOTT INTL-A | 0.014847 | ✓ |
| WINGSTOP INC | 0.014272 | ✓ |
| US FOODS HOLDING CORP | 0.012687 |  |
| DUTCH BROS INC-A | 0.011431 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.010703 | ✓ |
| NORWEGIAN CRUISE LINE HLDGS LTD | 0.010587 | ✓ |
| FLUTTER ENTERTAINMENT PLC | 0.010027 | ✓ |
| LAS VEGAS SANDS CORP | 0.010027 | ✓ |
| HERSHEY CO/THE | 0.007470 |  |
| Fidelity Cash Central Fund | 0.006917 |  |
| Sportradar Holding AG | 0.006757 |  |
| COVISTA INC | 0.006105 | ✓ |
| SHOPIFY INC CL A | 0.005172 |  |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.004252 | ✓ |
| AMAZON.COM INC | 0.003850 | ✓ |
| SHAKE SHACK INC - CLASS A | 0.003754 | ✓ |
| LINDBLAD EXPEDITIONS HOLDINGS | 0.002753 | ✓ |
| RESTAURANT BRANDS INTERNATIONAL INC | 0.002723 |  |
| GRAND CANYON EDUCATION INC | 0.001875 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.000815 |  |
| DOLLARAMA INC | 0.000661 |  |

## Fidelity MSCI Consumer Discretionary Index ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.288083 | ✓ |
| TESLA INC | 0.155093 |  |
| HOME DEPOT INC | 0.044416 |  |
| MCDONALDS CORP | 0.030910 | ✓ |
| TJX COS INC | 0.025885 |  |
| THE BOOKING HOLDINGS INC | 0.020266 | ✓ |
| LOWES COS INC | 0.019930 |  |
| STARBUCKS CORP | 0.017830 | ✓ |
| O'REILLY AUTOMOTIVE INC | 0.012764 |  |
| MARRIOTT INTL-A | 0.012534 | ✓ |
| MERCADOLIBRE INC | 0.012199 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.011479 | ✓ |
| ROSS STORES INC | 0.011280 |  |
| GENERAL MOTORS CO | 0.010922 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.010296 | ✓ |
| DOORDASH INC-A | 0.009707 | ✓ |
| AUTOZONE INC | 0.009411 |  |
| AIRBNB INC CLASS A | 0.009264 | ✓ |
| CARVANA CO CL A | 0.008002 |  |
| NIKE INC CL B | 0.007944 |  |
| EBAY INC | 0.007357 |  |
| FORD MOTOR CO | 0.007248 |  |
| CHIPOTLE MEXICAN GRILL INC | 0.006949 | ✓ |
| YUM! BRANDS INC | 0.006890 | ✓ |
| GARMIN LTD | 0.006465 |  |
| DR HORTON INC | 0.006294 |  |
| EXPEDIA INC | 0.004717 | ✓ |
| TAPESTRY INC | 0.004711 |  |
| CARNIVAL CORP | 0.004499 | ✓ |
| PULTEGROUP INC | 0.003822 |  |
| ULTA BEAUTY INC | 0.003786 |  |
| DARDEN RESTAURANTS INC | 0.003729 |  |
| WILLIAMS-SONOMA INC | 0.003491 |  |
| BURLINGTON STORES INC | 0.003328 |  |
| LENNAR CORP CL A | 0.002991 |  |
| TRACTOR SUPPLY CO. | 0.002970 |  |
| FLUTTER ENTERTAINMENT PLC | 0.002898 | ✓ |
| NVR INC | 0.002816 |  |
| LAS VEGAS SANDS CORP | 0.002783 | ✓ |
| DICKS SPORTING GOODS INC | 0.002607 |  |
| TEMPUR SEALY INTERNATIONAL INC | 0.002533 |  |
| DECKERS OUTDOOR CORP | 0.002502 |  |
| GENUINE PARTS CO | 0.002499 |  |
| LULULEMON ATHLETICA INC | 0.002436 |  |
| RALPH LAUREN CORP | 0.002388 |  |
| FIVE BELOW INC | 0.002304 |  |
| TOLL BROTHERS INC | 0.002295 |  |
| RIVIAN AUTOMOTIVE INC | 0.002269 |  |
| HASBRO INC | 0.002212 |  |
| ARAMARK | 0.002176 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002671` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002671/0000035402-26-002671-index.htm>
- N-PORT (fund B) — accession `0001410368-26-063882` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/945908/000141036826063882/0001410368-26-063882-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_