Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.96T
1-Year Est. Return 36.51%
 

Fidelity Investments, founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts, is one of the largest privately-held financial services firms in the world, managing hundreds of billions in assets. Known for its wide array of investment products, including mutual funds, retirement accounts, brokerage services, and wealth management, Fidelity caters to both individual investors and institutions with a reputation for strong customer service and innovative tools like its active trader platforms. The company pioneered direct-to-investor mutual fund sales, bypassing traditional brokers, and has since expanded into areas like cryptocurrency trading and commission-free stock trades. Still family-controlled by the Johnson family, Fidelity blends a legacy of traditional investing with a forward-looking approach to technology and market trends.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35T
AUM Growth
+$93.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,307
New
Increased
Reduced
Closed

Top Buys

1
+$3.1B
2
+$1.22B
3
+$1.07B
4
GFS icon
GlobalFoundries
GFS
+$1.06B
5
AMD icon
Advanced Micro Devices
AMD
+$917M

Top Sells

1
+$4.66B
2
+$2.87B
3
+$2.03B
4
DIS icon
Walt Disney
DIS
+$1.68B
5
TMUS icon
T-Mobile US
TMUS
+$1.09B

Sector Composition

1 Technology 29.1%
2 Healthcare 13.26%
3 Consumer Discretionary 12.9%
4 Financials 11.13%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.39M ﹤0.01%
17,682
+1,287
2477
$1.39M ﹤0.01%
25,835
+12,222
2478
$1.39M ﹤0.01%
66,482
-23,479
2479
$1.39M ﹤0.01%
42,706
+22,004
2480
$1.38M ﹤0.01%
17,340
+375
2481
$1.38M ﹤0.01%
22,920
+1,410
2482
$1.38M ﹤0.01%
83,359
-3,159,820
2483
$1.37M ﹤0.01%
12,177
+4,285
2484
$1.37M ﹤0.01%
7,757
2485
$1.35M ﹤0.01%
8,349
-24,164
2486
$1.33M ﹤0.01%
8,720
+979
2487
$1.33M ﹤0.01%
55,613
-21,258
2488
$1.32M ﹤0.01%
81,704
-168,296
2489
$1.32M ﹤0.01%
60,491
-64,850
2490
$1.31M ﹤0.01%
13,739
+865
2491
$1.29M ﹤0.01%
10,287
+984
2492
$1.29M ﹤0.01%
15,833
-199,113
2493
$1.29M ﹤0.01%
19,261
-455
2494
$1.29M ﹤0.01%
28,406
+1,104
2495
$1.28M ﹤0.01%
20,934
-1,900
2496
$1.25M ﹤0.01%
39,153
-12,881
2497
$1.25M ﹤0.01%
14,076
+790
2498
$1.25M ﹤0.01%
63,807
+10,482
2499
$1.22M ﹤0.01%
3,205
-288,498
2500
$1.21M ﹤0.01%
19,745
+102
98 99
100
101 102