Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.92T
1-Year Est. Return 37.73%
 

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
+37.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$748B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,810
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.36B
3
+$1.15B
4
MSFT icon
Microsoft
MSFT
+$1.09B
5
GS icon
Goldman Sachs
GS
+$891M

Top Sells

1
+$1.18B
2
+$1.12B
3
+$1.07B
4
NVDA icon
NVIDIA
NVDA
+$1.07B
5
V icon
Visa
V
+$1.01B

Sector Composition

1 Financials 16.49%
2 Technology 14.92%
3 Healthcare 13.4%
4 Consumer Discretionary 11.03%
5 Communication Services 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$253M 0.03%
12,136,440
-13,253,050
577
$251M 0.03%
5,339,182
+39,350
578
$251M 0.03%
6,690,937
-1,583,708
579
$250M 0.03%
63,311
-929
580
$248M 0.03%
4,744,740
-976,602
581
$248M 0.03%
3,778,109
-460,553
582
$248M 0.03%
8,761,777
+140,613
583
$248M 0.03%
3,910,042
-1,211,285
584
$246M 0.03%
9,534,422
+515,428
585
$246M 0.03%
6,466,756
+4,345
586
$246M 0.03%
7,374,021
+652,514
587
$244M 0.03%
3,936,421
-279,584
588
$244M 0.03%
4,779,835
+186,709
589
$244M 0.03%
4,154,246
+3,659,635
590
$243M 0.03%
7,273,587
-378,413
591
$243M 0.03%
10,972,085
+1,792,661
592
$242M 0.03%
9,694,426
+1,877,122
593
$241M 0.03%
2,188,667
-464,496
594
$241M 0.03%
10,926,459
+9,046,728
595
$241M 0.03%
39,812,640
+12,268,800
596
$241M 0.03%
20,879,541
+3,280,597
597
$240M 0.03%
6,843,184
+553,609
598
$240M 0.03%
6,527,460
+994,380
599
$239M 0.03%
2,098,274
+564,996
600
$239M 0.03%
9,788,974
-4,250
22 23
24
25 26