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
526
$261M 0.04%
3,859,342
-72,885
527
$260M 0.04%
3,709,863
-268,851
528
$258M 0.04%
5,758,591
-3,427,817
529
$257M 0.04%
14,249,951
+511,600
530
$257M 0.04%
3,932,300
-215,900
531
$257M 0.04%
3,922,777
+657,000
532
$257M 0.04%
2,751,489
+294,579
533
$257M 0.04%
3,479,391
-13
534
$257M 0.04%
5,905,208
+2,849,661
535
$256M 0.04%
1,045,773
+2,800
536
$256M 0.04%
3,147,097
-586,970
537
$256M 0.04%
6,223,328
-75,000
538
$255M 0.04%
7,505,772
-64,515
539
$255M 0.04%
5,508,021
+676,374
540
$255M 0.04%
3,072,533
+1,479,401
541
$255M 0.04%
5,406,539
-186,697
542
$255M 0.04%
5,220,824
-43,422
543
$255M 0.04%
7,901,222
-222,900
544
$254M 0.04%
5,586,858
+4,399,814
545
$253M 0.04%
7,962,628
-340,255
546
$253M 0.04%
5,528,894
-2,922,776
547
$253M 0.04%
3,317,730
+468,591
548
$253M 0.04%
16,804,157
-488,400
549
$252M 0.04%
3,884,111
-1,461,400
550
$252M 0.04%
3,167,932
-43,870
20 21
22
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