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
951
$104M 0.01%
1,878,641
+53,112
952
$103M 0.01%
9,014,426
-2,474,158
953
$103M 0.01%
2,766,170
+1,279,969
954
$103M 0.01%
1,386,817
+103,887
955
$103M 0.01%
1,228,823
-193,371
956
$103M 0.01%
1,291,148
-246,629
957
$102M 0.01%
4,861,643
-3,977,153
958
$102M 0.01%
1,849,828
959
$102M 0.01%
461,055
+204,647
960
$102M 0.01%
6,113,874
+4,287,621
961
$102M 0.01%
641,361
+261,989
962
$102M 0.01%
2,178,400
+229,600
963
$101M 0.01%
2,680,800
-6,044,448
964
$101M 0.01%
2,762,276
-1,121,802
965
$101M 0.01%
1,625,303
-1,479,300
966
$101M 0.01%
3,762,300
+1,652,194
967
$101M 0.01%
4,394,214
-4,211,716
968
$101M 0.01%
+3,833,900
969
$101M 0.01%
2,619,779
+163,885
970
$100M 0.01%
2,137,231
+85,700
971
$100M 0.01%
1,601,484
+1,149,204
972
$100M 0.01%
1,582,536
-1,099,824
973
$100M 0.01%
2,068,050
-2,355,142
974
$100M 0.01%
2,270,712
-251,138
975
$100M 0.01%
3,055,547
+650,662
37 38
39
40 41