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
626
$243M 0.02%
9,628,202
-604,515
627
$243M 0.02%
21,724,004
-3,445,973
628
$243M 0.02%
5,245,687
+390,335
629
$242M 0.02%
4,694,289
+2,235,425
630
$242M 0.02%
1,920,782
+6,220
631
$241M 0.02%
1,000,823
+27,123
632
$240M 0.02%
1,006,680
+54,928
633
$239M 0.02%
3,139,745
+836,292
634
$238M 0.02%
16,916,307
+8,345,509
635
$238M 0.02%
2,504,943
-1,124,634
636
$237M 0.02%
994,106
+108,303
637
$232M 0.02%
1,291,956
-562,388
638
$231M 0.02%
10,336,480
+93,710
639
$230M 0.02%
4,049,225
-530,885
640
$226M 0.02%
10,621,423
+922,152
641
$226M 0.02%
1,245,130
+226,831
642
$226M 0.02%
2,228,045
+825,212
643
$225M 0.02%
804,493
-521,479
644
$225M 0.02%
7,877,616
+2,950,159
645
$225M 0.02%
16,781,712
+14,343,776
646
$223M 0.02%
17,734,739
-24,104
647
$223M 0.02%
13,335,055
-2,906,951
648
$223M 0.02%
4,526,125
-40
649
$222M 0.02%
3,399,342
+259,590
650
$222M 0.02%
1,548,068
+969,453
24 25
26
27 28