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
851
$121M 0.02%
2,846,087
+545,559
852
$121M 0.02%
4,400,894
+17,016
853
$121M 0.02%
11,246,304
-5,097,034
854
$121M 0.02%
2,216,830
-201,273
855
$121M 0.02%
7,455,920
+1,304,500
856
$120M 0.02%
9,674,999
-204,052
857
$120M 0.02%
1,877,200
+205,510
858
$120M 0.02%
1,812,951
+570,962
859
$120M 0.02%
10,511,502
-2,617,079
860
$120M 0.02%
1,889,398
+1,599,098
861
$120M 0.02%
1,945,153
-978,352
862
$119M 0.02%
1,631,345
+759,848
863
$118M 0.02%
5,122,539
-1,024,416
864
$118M 0.02%
3,400,000
865
$118M 0.02%
846,042
+432,741
866
$117M 0.02%
8,043,713
+140,673
867
$117M 0.02%
6,246,731
-1,512,909
868
$116M 0.02%
6,669,469
-504,572
869
$116M 0.02%
3,195,283
+853,600
870
$116M 0.02%
2,772,049
+2,207,013
871
$116M 0.02%
3,854,986
-142,754
872
$116M 0.02%
1,702,468
+581,910
873
$115M 0.02%
3,169,320
+182,920
874
$115M 0.02%
4,711,185
+124,954
875
$115M 0.02%
4,023,217
-636,075
33 34
35
36 37