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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$1.65B
2
+$1.58B
3
+$1.04B
4
MSFT icon
Microsoft
MSFT
+$910M
5
YHOO
Yahoo Inc
YHOO
+$696M

Top Sells

1
+$1.31B
2
+$1.31B
3
+$1.23B
4
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.22B
5
CMCSA icon
Comcast
CMCSA
+$1.2B

Sector Composition

1 Financials 14.87%
2 Healthcare 14.35%
3 Technology 12.87%
4 Consumer Discretionary 11.75%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$194M 0.03%
10,542,065
-1,297,396
627
$194M 0.03%
3,085,946
+611,592
628
$194M 0.03%
47,130
-2,748
629
$193M 0.03%
5,531,160
-262,398
630
$193M 0.03%
12,462,051
-54,000
631
$193M 0.03%
6,357,800
632
$193M 0.03%
3,596,997
-14,800
633
$193M 0.03%
3,548,536
+582,059
634
$193M 0.03%
6,353,898
+807,994
635
$192M 0.03%
5,651,925
+1,086,044
636
$192M 0.03%
28,001,186
-3,491,211
637
$192M 0.03%
5,300,000
-400,000
638
$191M 0.03%
14,283,623
-522,538
639
$191M 0.03%
3,892,412
+108,464
640
$190M 0.03%
3,257,682
-342,700
641
$189M 0.03%
16,512,023
-12,249,658
642
$189M 0.03%
17,815,422
+3,295,617
643
$189M 0.03%
4,930,778
-469,700
644
$189M 0.03%
5,185,920
-507,842
645
$189M 0.03%
1,923,811
+191,011
646
$187M 0.03%
12,420,092
-725,770
647
$187M 0.03%
4,689,834
+844,785
648
$187M 0.03%
166,507
-61,719
649
$186M 0.03%
4,507,217
+1,668,767
650
$185M 0.03%
11,933,217
-306,700
24 25
26
27 28