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
426
$332M 0.05%
21,276,264
-6,415,225
427
$332M 0.05%
5,062,598
+214,452
428
$332M 0.05%
4,793,834
-12,989
429
$331M 0.05%
8,740,541
-5,595
430
$331M 0.05%
4,256,336
+1,690,337
431
$330M 0.05%
6,289,631
+833,697
432
$330M 0.05%
3,235,129
+372,761
433
$329M 0.05%
2,417,905
+41,399
434
$329M 0.05%
2,212,700
+5,700
435
$328M 0.05%
9,976,809
-105,212
436
$326M 0.05%
6,133,336
+2,648,200
437
$324M 0.05%
9,199,391
-198,576
438
$322M 0.04%
11,265,817
+20,413
439
$322M 0.04%
12,052,422
+11,722,880
440
$321M 0.04%
6,136,254
-362,797
441
$321M 0.04%
4,794,761
-4,322,700
442
$321M 0.04%
5,446,996
-366,348
443
$319M 0.04%
6,494,647
+2,290,199
444
$318M 0.04%
7,324,848
-29,364
445
$317M 0.04%
1,583,626
+233,488
446
$316M 0.04%
23,028,806
-2,507,369
447
$316M 0.04%
4,433,061
-936,475
448
$315M 0.04%
1,784,786
+278,200
449
$315M 0.04%
8,436,968
-303,935
450
$314M 0.04%
10,357,537
+1,412,000
16 17
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