Fidelity Investments Portfolio holdings
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.
Top Buys
| 1 | +$1.92B | |
| 2 | +$1.61B | |
| 3 | +$1.52B | |
| 4 |
Tesla
TSLA
|
+$1.5B |
| 5 |
Eli Lilly
LLY
|
+$1.48B |
Top Sells
| 1 | +$5.11B | |
| 2 | +$4.78B | |
| 3 | +$3.54B | |
| 4 |
Uber
UBER
|
+$2.65B |
| 5 |
NVIDIA
NVDA
|
+$2.17B |
Sector Composition
| 1 | Technology | 32.74% |
| 2 | Communication Services | 12.47% |
| 3 | Financials | 11.62% |
| 4 | Consumer Discretionary | 9.74% |
| 5 | Healthcare | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Triple Flag Precious Metals
TFPM
$7.82B
| $246M | 0.01% |
7,396,512
+132,761
|
|
||
777
Warrior Met Coal
HCC
$4.2B
| $245M | 0.01% |
2,780,852
-1,174
|
|
||
778
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.88B
| $245M | 0.01% |
3,272,122
+512,302
|
|
||
779
Guardant Health
GH
$12.2B
| $245M | 0.01% |
2,396,433
+1,572,168
|
|
||
780
Packaging Corp of America
PKG
$20.4B
| $244M | 0.01% |
1,182,118
+67,447
|
|
||
781
Fastenal
FAST
$54.3B
| $244M | 0.01% |
6,070,961
-4,192,112
|
|
||
782
Gildan
GIL
$12.1B
| $243M | 0.01% |
3,892,165
+421,755
|
|
||
783
JFrog
FROG
$4.96B
| $243M | 0.01% |
3,883,376
+3,856,107
|
|
||
784
Lear
LEA
$6.18B
| $242M | 0.01% |
2,113,032
+37,304
|
|
||
|
TLN
785
Talen Energy Corp
TLN
$15.6B
| $242M | 0.01% |
645,353
-516,401
|
|
||
786
Veracyte
VCYT
$2.83B
| $242M | 0.01% |
5,738,209
-1,057,488
|
|
||
787
Perimeter Solutions
PRM
$3.53B
| $241M | 0.01% |
8,769,495
-985,649
|
|
||
788
Medtronic
MDT
$119B
| $241M | 0.01% |
2,513,085
+145,273
|
|
||
789
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.7B
| $240M | 0.01% |
1,700,133
+111,896
|
|
||
|
GTM
790
ZoomInfo Technologies
GTM
$1.97B
| $239M | 0.01% |
23,473,263
+2,604,302
|
|
||
791
Trip.com Group
TCOM
$33.8B
| $238M | 0.01% |
3,316,420
-3,629,102
|
|
||
792
Dynatrace
DT
$11.7B
| $238M | 0.01% |
5,501,476
+1,531,374
|
|
||
793
Sysco
SYY
$41.7B
| $238M | 0.01% |
3,226,165
-1,200,679
|
|
||
794
LPL Financial
LPLA
$24.8B
| $238M | 0.01% |
664,979
-456,944
|
|
||
|
EXE
795
Expand Energy Corp
EXE
$25.7B
| $237M | 0.01% |
2,151,223
-1,049,649
|
|
||
796
State Street Financial Select Sector SPDR ETF
XLF
$50.1B
| $237M | 0.01% |
4,324,793
-36,096
|
|
||
797
Sumitomo Mitsui Financial
SMFG
$129B
| $237M | 0.01% |
12,247,737
+1,475,357
|
|
||
|
GAP
798
The Gap Inc
GAP
$10B
| $235M | 0.01% |
9,172,862
+4,924,097
|
|
||
799
Timken Company
TKR
$7.22B
| $235M | 0.01% |
2,789,719
-638,386
|
|
||
800
Otis Worldwide
OTIS
$35.1B
| $235M | 0.01% |
2,684,676
+638,714
|
|