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
826
$127M 0.02%
7,174,810
-1,074,591
827
$127M 0.02%
2,539,310
+1,152,563
828
$127M 0.02%
13,584,642
-7,912,934
829
$127M 0.02%
4,593,764
+4,407,758
830
$127M 0.02%
2,851,404
-567,831
831
$127M 0.02%
2,977,793
-805,420
832
$126M 0.02%
+1,604,100
833
$126M 0.02%
4,809,597
+997,700
834
$126M 0.02%
4,242,101
-693,931
835
$126M 0.02%
3,229,699
+197,293
836
$126M 0.02%
8,861,400
+572,000
837
$126M 0.02%
3,659,700
+149,000
838
$126M 0.02%
4,147,770
+449,180
839
$125M 0.02%
5,065,168
+1,457,204
840
$125M 0.02%
6,090,811
+2,717,242
841
$125M 0.02%
3,071,381
-1,380,223
842
$125M 0.02%
1,774,684
+761,047
843
$125M 0.02%
7,552,262
+1,579,934
844
$124M 0.02%
2,527,460
+361,693
845
$124M 0.02%
1,855,864
+352,859
846
$124M 0.02%
3,887,670
+1,514,000
847
$123M 0.02%
2,097,512
-94,729
848
$121M 0.02%
7,288,685
+302,045
849
$121M 0.02%
2,696,710
-22,000
850
$121M 0.02%
2,844,082
-3,329,128
32 33
34
35 36