Interesting pick-up from TheStreet.com on Fidelity/SEPR
From an article entitled, "Boston Investor Remains Bullish on Net Stocks," by Steven Syre and Steve Bailey, 04/19/99
BAM
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Fidelity Fifty Goes Wired
Fidelity Fifty has been soaring, up 30% through last week, ever since John Muresianu took over as manager in January. Everyone believed the portfolio had been restocked with Internet stocks and now the proof is in.
The fund's top 10 holdings in order, as disclosed by Fidelity last week: American Online, Amazon.com, Schlumberger (SLB:NYSE), Microsoft (MSFT:Nasdaq), Yahoo!, @Home (ATHM:Nasdaq), eBay (EBAY:Nasdaq), Merrill Lynch (MER:NYSE), Sepracor (SEPR:Nasdaq) and MCI WorldCom (WCOM:Nasdaq). |