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
$748B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,810
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$1.2B
3
+$1.06B
4
WFC icon
Wells Fargo
WFC
+$1.05B
5
COTY icon
Coty
COTY
+$772M

Top Sells

1
+$1.3B
2
+$1.15B
3
+$1.09B
4
V icon
Visa
V
+$1.05B
5
NXPI icon
NXP Semiconductors
NXPI
+$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
776
$161M 0.02%
10,679,748
+68,356
777
$160M 0.02%
3,601,382
-197,200
778
$160M 0.02%
2,369,002
-14,693
779
$159M 0.02%
1,474,444
+154,792
780
$158M 0.02%
14,786,356
-766,013
781
$158M 0.02%
4,187,954
+2,460,868
782
$157M 0.02%
3,781,095
-966,350
783
$157M 0.02%
4,154,136
+459,011
784
$157M 0.02%
6,827,899
-8,948,611
785
$157M 0.02%
6,517,108
-479,779
786
$157M 0.02%
927,120
+74,914
787
$157M 0.02%
2,625,884
-55,712
788
$156M 0.02%
1,544,461
-238,773
789
$156M 0.02%
7,510,264
-17,468
790
$156M 0.02%
1,997,138
-647,621
791
$156M 0.02%
15,295,754
+961
792
$156M 0.02%
8,335,887
-4,618,686
793
$155M 0.02%
1,972,174
+1,001,485
794
$155M 0.02%
2,832,139
+188,200
795
$155M 0.02%
2,250,034
-947,848
796
$155M 0.02%
7,993,352
+344,646
797
$154M 0.02%
5,422,942
+383,364
798
$154M 0.02%
926,540
+33,400
799
$153M 0.02%
3,110,549
+1,891,384
800
$153M 0.02%
2,803,888
+981,332
30 31
32
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