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
$1T
AUM Growth
-$248B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,804
New
Increased
Reduced
Closed

Top Buys

1
+$1.61B
2
+$1.58B
3
+$1.05B
4
OXY icon
Occidental Petroleum
OXY
+$979M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$956M

Top Sells

1
+$2.73B
2
+$2.07B
3
+$2.04B
4
MO icon
Altria Group
MO
+$1.41B
5
META icon
Meta Platforms (Facebook)
META
+$1.34B

Sector Composition

1 Technology 23.63%
2 Healthcare 15.44%
3 Financials 11.54%
4 Consumer Discretionary 10.26%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$374M 0.04%
9,618,657
-111,130
477
$374M 0.04%
3,957,577
+126,251
478
$373M 0.04%
2,290,823
+131,669
479
$372M 0.04%
7,271,766
-181,455
480
$367M 0.04%
6,663,704
+4,239,041
481
$365M 0.04%
16,717,075
+2,861,554
482
$365M 0.04%
1,720,796
-220,226
483
$365M 0.04%
11,265,331
-2
484
$365M 0.04%
6,940,816
+1,625,431
485
$364M 0.04%
15,532,584
-2,843,320
486
$362M 0.04%
1,836,329
+27,833
487
$362M 0.04%
17,397,286
+197,254
488
$361M 0.04%
3,870,191
+281,489
489
$360M 0.04%
1,459,710
+251,644
490
$359M 0.04%
10,312,132
+718,228
491
$359M 0.04%
11,416,213
+1,453,854
492
$358M 0.04%
5,805,913
+753,500
493
$358M 0.04%
28,027,045
+469,909
494
$357M 0.04%
5,635,805
-317,716
495
$357M 0.04%
1,826,386
+259,850
496
$356M 0.04%
8,457,638
-997,461
497
$355M 0.04%
9,510,273
-640,883
498
$355M 0.04%
2,045,067
+32,471
499
$352M 0.04%
6,833,402
+662,120
500
$350M 0.03%
32,117,059
+811,936
18 19
20
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