Fidelity Investments Portfolio holdings
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.
Top Buys
| 1 | +$3.3B | |
| 2 | +$3.29B | |
| 3 | +$2.87B | |
| 4 |
Tesla
TSLA
|
+$2.76B |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.02B |
Top Sells
| 1 | +$4.67B | |
| 2 | +$4.34B | |
| 3 | +$3.34B | |
| 4 |
NVIDIA
NVDA
|
+$2.85B |
| 5 |
Visa
V
|
+$2.44B |
Sector Composition
| 1 | Technology | 33.02% |
| 2 | Communication Services | 13.11% |
| 3 | Financials | 11.94% |
| 4 | Consumer Discretionary | 10.12% |
| 5 | Healthcare | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Capital One
COF
$139B
| $3.56B | 0.18% |
16,723,843
+138,339
|
|
||
77
Welltower
WELL
$143B
| $3.54B | 0.18% |
19,893,923
+1,570,399
|
|
||
78
T-Mobile US
TMUS
$234B
| $3.53B | 0.18% |
14,736,837
+536,739
|
|
||
79
Chubb
CB
$117B
| $3.5B | 0.18% |
12,388,380
-1,558,272
|
|
||
80
US Bancorp
USB
$76.2B
| $3.46B | 0.18% |
71,541,251
+620,307
|
|
||
81
Marsh & McLennan
MMC
$89.9B
| $3.32B | 0.17% |
16,455,084
-3,581,890
|
|
||
82
Cadence Design Systems
CDNS
$84.9B
| $3.31B | 0.17% |
9,425,270
+1,159,660
|
|
||
83
Apollo Global Management
APO
$76.5B
| $3.29B | 0.17% |
24,717,099
+6,837,877
|
|
||
84
Monolithic Power Systems
MPWR
$44.5B
| $3.28B | 0.17% |
3,564,796
+172,092
|
|
||
85
Wabtec
WAB
$35.7B
| $3.27B | 0.17% |
16,315,120
+2,904,515
|
|
||
86
CVS Health
CVS
$102B
| $3.27B | 0.17% |
43,335,261
-2,274,969
|
|
||
87
Mercado Libre
MELI
$105B
| $3.27B | 0.17% |
1,397,761
-96,926
|
|
||
88
PNC Financial Services
PNC
$74.8B
| $3.24B | 0.17% |
16,119,859
+131,228
|
|
||
89
ServiceNow
NOW
$169B
| $3.21B | 0.17% |
3,491,895
-1,069,218
|
|
||
90
Citigroup
C
$185B
| $3.21B | 0.17% |
31,630,507
+7,740,768
|
|
||
91
Howmet Aerospace
HWM
$82.3B
| $3.19B | 0.17% |
16,263,504
+377,683
|
|
||
92
Lam Research
LRCX
$196B
| $3.13B | 0.16% |
23,352,526
-2,298,928
|
|
||
93
Reddit
RDDT
$41B
| $3.1B | 0.16% |
13,489,152
+2,308,733
|
|
||
94
Ciena
CIEN
$28.8B
| $3.08B | 0.16% |
21,158,386
-74,244
|
|
||
95
Cigna
CI
$74.1B
| $3.08B | 0.16% |
10,670,155
-495,635
|
|
||
96
Deere & Co
DE
$126B
| $3.07B | 0.16% |
6,705,942
-1,789,869
|
|
||
97
iShares MSCI USA Quality Factor ETF
QUAL
$48.2B
| $3.06B | 0.16% |
15,733,304
+1,065,480
|
|
||
98
Comcast
CMCSA
$97.3B
| $3.03B | 0.16% |
96,375,913
-9,307,012
|
|
||
99
Progressive
PGR
$134B
| $3.01B | 0.16% |
12,204,887
-2,281,709
|
|
||
100
Charles Schwab
SCHW
$165B
| $3.01B | 0.16% |
31,525,696
-3,053,365
|
|