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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.31B
2
+$2.61B
3
+$1.5B
4
PRGO icon
Perrigo
PRGO
+$1.48B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13B

Top Sells

1
+$1.76B
2
+$1.46B
3
+$1.32B
4
AMZN icon
Amazon
AMZN
+$1.06B
5
GE icon
GE Aerospace
GE
+$702M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.1%
3 Technology 13.07%
4 Consumer Discretionary 9.95%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$192K ﹤0.01%
50,000
2552
$181K ﹤0.01%
16,667
2553
$158K ﹤0.01%
14,087
2554
$154K ﹤0.01%
12,260
2555
$149K ﹤0.01%
1,190
-601
2556
$144K ﹤0.01%
14,600
-2,185
2557
$131K ﹤0.01%
25,000
2558
$119K ﹤0.01%
30,900
-4,100
2559
$106K ﹤0.01%
28,300
2560
$94K ﹤0.01%
25,000
2561
$91K ﹤0.01%
+2,493
2562
$86K ﹤0.01%
11,600
2563
$85K ﹤0.01%
10,500
-23,500
2564
$81K ﹤0.01%
22,157
2565
$77K ﹤0.01%
1,680
2566
$76K ﹤0.01%
+20,000
2567
$70K ﹤0.01%
+20,300
2568
$69K ﹤0.01%
37
2569
$55K ﹤0.01%
+40,000
2570
$54K ﹤0.01%
1,120
2571
$40K ﹤0.01%
20,500
-42,900
2572
$28K ﹤0.01%
14,300
-3,200
2573
$27K ﹤0.01%
+5,667
2574
$16K ﹤0.01%
+15,700
2575
$15K ﹤0.01%
1,781
-991
101 102
103
104 105