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Your Top 10 Largest Holdings (2021)
#48
kplan funds--they are actually company etf's that are managed by these funds and fund managers--it must be an agreement between the company i work for and fidelity/these funds

(first % of kplan portfolio) (second % of total portfolio)

company stock (21.7%) (6.68%)
magellan fund (17.39%) (5.33%)
tcw select equity growth fund (17.33%) (5.35%)
fidelity international equity growth fund (15.37%) (4.73%)
small cap fund (15.15%) (4.67%)
FIAM REIT fund (12.46%) (3.83%)
cash (.59%) (.17%)

top 10 with %'s

goog/googl (7.90%)
msft (6.78%)
xom (6.03%)
aapl (5.63%)
amzn (5.51%)
nvda (3.92%)
mo (2.12%)
brk.b (2.11%)
gild (1.70%)
bx (1.63%)
abbv (1.58%)

selling some MO and liquidating JNJ/PG/PM did not really change my top 10 ranking, brought in bx with abbv close at number 11

i really struggled with those sells cause anyone knowing me on this site or maybe even at SA, i do not like selling rarely sell a stock but i felt it was time

vz and gild are getting close to a selling point--i'm loosing patience with these two especially GILD dead money for years and years
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Messages In This Thread
Your Top 10 Largest Holdings (2021) - by crimsonghost747 - 03-22-2021, 10:38 AM
RE: Your Top 10 Largest Holdings (2021) - by crimsonghost747 - 03-22-2021, 03:45 PM
RE: Your Top 10 Largest Holdings (2021) - by ChadR - 03-22-2021, 02:48 PM
RE: Your Top 10 Largest Holdings (2021) - by crimsonghost747 - 03-22-2021, 05:21 PM
RE: Your Top 10 Largest Holdings (2021) - by Binary - 03-24-2021, 07:40 AM
RE: Your Top 10 Largest Holdings (2021) - by crimsonghost747 - 07-01-2021, 09:54 AM
RE: Your Top 10 Largest Holdings (2021) - by rayray - 06-02-2022, 06:06 PM



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