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
$1.77T
AUM Growth
+$207B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,605
New
Increased
Reduced
Closed

Top Buys

1
+$4.49B
2
+$3.31B
3
+$2.24B
4
TSM icon
TSMC
TSM
+$1.74B
5
MA icon
Mastercard
MA
+$1.13B

Top Sells

1
+$4.31B
2
+$2.83B
3
+$2.52B
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.38B
5
LLY icon
Eli Lilly
LLY
+$2.21B

Sector Composition

1 Technology 31.27%
2 Financials 12.89%
3 Communication Services 12.87%
4 Consumer Discretionary 10.3%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$155M 0.01%
4,593,088
-7,239,646
927
$155M 0.01%
3,978,720
+565,775
928
$155M 0.01%
5,948,003
+131,016
929
$155M 0.01%
6,208,473
-4,429,572
930
$155M 0.01%
11,037,742
-2,163,186
931
$154M 0.01%
1,049,671
+24,235
932
$153M 0.01%
3,641,414
+131,850
933
$153M 0.01%
2,647,127
+14,898
934
$152M 0.01%
4,855,772
+15,276
935
$152M 0.01%
7,559,901
+950,372
936
$151M 0.01%
5,716,098
-164,171
937
$151M 0.01%
4,636,079
-571,924
938
$151M 0.01%
871,768
+145,095
939
$151M 0.01%
1,712,777
-2,400,212
940
$150M 0.01%
2,074,306
+1,306,793
941
$150M 0.01%
7,488,824
-137,553
942
$150M 0.01%
5,210,136
-1,564,869
943
$150M 0.01%
4,372,780
-1,502,396
944
$149M 0.01%
35,104,266
+3,284,919
945
$149M 0.01%
1,353,832
-106,361
946
$148M 0.01%
2,682,974
-655,942
947
$148M 0.01%
4,688,192
-654,333
948
$148M 0.01%
18,120,407
+2,590,220
949
$146M 0.01%
9,684,069
+43,380
950
$145M 0.01%
883,771
+11,521
36 37
38
39 40