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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.55B
2
+$1.35B
3
+$1.19B
4
FDX icon
FedEx
FDX
+$1.04B
5
CVX icon
Chevron
CVX
+$879M

Top Sells

1
+$1.16B
2
+$1.01B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$799M
5
AAPL icon
Apple
AAPL
+$633M

Sector Composition

1 Financials 15.61%
2 Healthcare 14.13%
3 Technology 12.77%
4 Consumer Discretionary 11.18%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$140M 0.02%
3,309,745
-3,565,003
802
$140M 0.02%
28,821
-10,817
803
$139M 0.02%
1,677,596
+413,666
804
$139M 0.02%
8,460,568
-2,081,497
805
$138M 0.02%
1,878,058
-513,117
806
$138M 0.02%
4,376,950
-455,300
807
$138M 0.02%
3,256,193
-308,278
808
$137M 0.02%
2,626,092
-970,810
809
$137M 0.02%
+2,148,580
810
$137M 0.02%
3,866,822
-84,970
811
$136M 0.02%
1,520,642
-353,511
812
$136M 0.02%
1,538,650
+285,700
813
$136M 0.02%
1,720,864
-818,446
814
$136M 0.02%
2,677,468
815
$135M 0.02%
2,139,152
+207,017
816
$135M 0.02%
4,724,690
-2,652,306
817
$135M 0.02%
10,674,777
-327,796
818
$134M 0.02%
3,215,000
-14,699
819
$134M 0.02%
1,593,132
-126,181
820
$134M 0.02%
2,556,830
-15,199
821
$134M 0.02%
2,298,914
-142,811
822
$133M 0.02%
3,751,955
-1,960,200
823
$133M 0.02%
1,884,800
+7,600
824
$133M 0.02%
3,536,242
-1,207,441
825
$132M 0.02%
4,823,632
-863,807
31 32
33
34 35