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
576
$230M 0.03%
12,987,911
+2,961,508
577
$229M 0.03%
4,878,137
+356,236
578
$229M 0.03%
5,046,893
+89,678
579
$227M 0.03%
5,334,738
+14,063
580
$227M 0.03%
20,253,302
581
$227M 0.03%
4,151,346
-1,176,865
582
$227M 0.03%
962,811
+512,426
583
$226M 0.03%
11,613,432
+1,303,786
584
$226M 0.03%
7,055,305
-5,160,652
585
$226M 0.03%
4,210,826
-1,514,946
586
$224M 0.03%
13,349,348
+4,077,720
587
$223M 0.03%
12,441,380
-714,900
588
$222M 0.03%
5,993,021
-191,881
589
$222M 0.03%
3,707,603
+2,431,573
590
$221M 0.03%
2,372,092
-41,108
591
$220M 0.03%
5,974,722
-144,136
592
$220M 0.03%
7,208,085
-536,202
593
$220M 0.03%
7,261,150
+1,026,093
594
$219M 0.03%
4,384,176
-1,013,494
595
$218M 0.03%
3,265,777
-1,691,586
596
$217M 0.03%
1,974,135
-726,706
597
$217M 0.03%
14,411,848
+383,100
598
$216M 0.03%
5,211,697
-365,014
599
$215M 0.03%
11,152,512
+4,208,000
600
$215M 0.03%
6,714,881
+91,400
22 23
24
25 26