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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.55B
2
+$1.35B
3
+$1.19B
4
FDX icon
FedEx
FDX
+$1.04B
5
CVX icon
Chevron
CVX
+$879M

Top Sells

1
+$1.16B
2
+$1.01B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$799M
5
AAPL icon
Apple
AAPL
+$633M

Sector Composition

1 Financials 15.61%
2 Healthcare 14.13%
3 Technology 12.77%
4 Consumer Discretionary 11.18%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$284M 0.04%
3,978,714
+1,045,537
477
$284M 0.04%
14,149,976
-1,812,867
478
$282M 0.04%
8,746,136
+3,996,105
479
$281M 0.04%
5,965,907
-2,709,650
480
$280M 0.04%
3,954,063
-1,750,446
481
$279M 0.04%
16,021,826
+2,730,504
482
$279M 0.04%
4,290,146
-1,086,900
483
$277M 0.04%
2,960,085
-3,058,781
484
$277M 0.04%
7,751,070
-1,244,390
485
$277M 0.04%
5,818,247
-258,011
486
$275M 0.04%
3,875,958
-244,599
487
$275M 0.04%
6,606,283
-396,753
488
$274M 0.04%
4,280,076
-313,790
489
$274M 0.04%
7,754,911
-2,267,200
490
$274M 0.04%
2,683,679
-151,739
491
$272M 0.04%
8,388,930
+2,574,751
492
$272M 0.04%
2,799,688
-397,246
493
$272M 0.04%
5,461,241
-62,600
494
$272M 0.04%
8,740,903
+973,000
495
$270M 0.04%
31,436,910
-777,810
496
$269M 0.04%
3,681,916
-3,250
497
$269M 0.04%
7,599,072
+240,083
498
$268M 0.04%
4,844,321
+2,739,278
499
$266M 0.04%
1,506,586
-469,550
500
$266M 0.04%
8,139,165
-5,668,003
18 19
20
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