Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.92T
1-Year Est. Return 37.73%
 

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
+37.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,826
New
Increased
Reduced
Closed

Top Buys

1
+$5.13B
2
+$4.34B
3
+$3.95B
4
TSLA icon
Tesla
TSLA
+$2.35B
5
GE icon
GE Aerospace
GE
+$1.72B

Top Sells

1
+$2.31B
2
+$1.74B
3
+$1.28B
4
RCI icon
Rogers Communications
RCI
+$1.26B
5
TWX
Time Warner Inc
TWX
+$1.14B

Sector Composition

1 Technology 18.34%
2 Financials 16.14%
3 Healthcare 14.65%
4 Consumer Discretionary 11.8%
5 Communication Services 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$119M 0.01%
369,978
-115,099
877
$119M 0.01%
2,005,343
+211,071
878
$118M 0.01%
1,505,580
-392,351
879
$118M 0.01%
1,787,322
+93,309
880
$118M 0.01%
2,564,601
-513,367
881
$118M 0.01%
5,055,427
+188,745
882
$117M 0.01%
8,115,847
-1,375,912
883
$117M 0.01%
1,623,794
-389,700
884
$116M 0.01%
1,389,868
-1,115,186
885
$116M 0.01%
8,029,787
-50,225,949
886
$116M 0.01%
4,493,156
-3,730,363
887
$116M 0.01%
3,267,026
-572,616
888
$115M 0.01%
1,658,046
-901,285
889
$115M 0.01%
2,819,819
+1,409,255
890
$114M 0.01%
5,461,129
+2,088,000
891
$114M 0.01%
5,711,520
-1,255,729
892
$114M 0.01%
283,772
+91,640
893
$113M 0.01%
832,978
-21,641
894
$113M 0.01%
1,712,505
+246,060
895
$113M 0.01%
1,170,289
-1,410,732
896
$113M 0.01%
2,421,437
-93,409
897
$113M 0.01%
3,723,288
+279,374
898
$113M 0.01%
2,268,485
+2,240,433
899
$112M 0.01%
3,176,682
+118,562
900
$112M 0.01%
806,317
-2,231,092
34 35
36
37 38