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
951
$101M 0.01%
2,241,836
+962,193
952
$100M 0.01%
829,800
+278,017
953
$99.9M 0.01%
2,794,646
-11,983,556
954
$99.3M 0.01%
3,645,179
+2,799,713
955
$99.1M 0.01%
1,349,867
-518,627
956
$98.9M 0.01%
1,851,734
+816,714
957
$98.6M 0.01%
7,644,679
+48,798
958
$98.5M 0.01%
1,151,406
+861,952
959
$98.2M 0.01%
1,594,764
+399,364
960
$97.9M 0.01%
3,068,984
+217,580
961
$97.9M 0.01%
1,666,623
+117,876
962
$97.9M 0.01%
1,986,315
+800,223
963
$97.9M 0.01%
3,045,881
-3,135,384
964
$97.7M 0.01%
1,074,432
+257,581
965
$97.4M 0.01%
5,240,200
+413,700
966
$96.6M 0.01%
3,471,133
+941,027
967
$96.5M 0.01%
6,895,214
-591,923
968
$96.4M 0.01%
2,023,402
-207,100
969
$96.3M 0.01%
+2,230,020
970
$96.2M 0.01%
3,140,407
-401,309
971
$95.9M 0.01%
1,402,160
-97,269
972
$95.9M 0.01%
747,835
+613,534
973
$95.9M 0.01%
2,242,895
+175,106
974
$95.9M 0.01%
1,543,797
-2,205,497
975
$95.8M 0.01%
1,443,347
-330,953
37 38
39
40 41