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
76
$1.79B 0.25%
17,260,526
-826,572
77
$1.77B 0.25%
16,854,796
+1,618,109
78
$1.77B 0.25%
31,505,714
+58,218
79
$1.76B 0.25%
10,923,111
+3,217,229
80
$1.75B 0.25%
174,276,780
-824,655
81
$1.74B 0.25%
16,199,560
+4,142,280
82
$1.72B 0.24%
12,231,955
+750,070
83
$1.7B 0.24%
22,455,355
-149,814
84
$1.69B 0.24%
42,499,249
+1,006,075
85
$1.67B 0.24%
22,218,140
+178,046
86
$1.64B 0.23%
28,530,008
+3,498,462
87
$1.63B 0.23%
30,424,838
+246,445
88
$1.61B 0.23%
20,323,557
-8,917,385
89
$1.61B 0.23%
42,983,312
-2,215,224
90
$1.61B 0.23%
34,842,007
-2,446,575
91
$1.59B 0.23%
26,633,234
+4,068,262
92
$1.58B 0.22%
79,903,726
+836,529
93
$1.56B 0.22%
146,843,800
-4,051,300
94
$1.56B 0.22%
30,987,308
+2,695,784
95
$1.56B 0.22%
10,879,290
+7,865,420
96
$1.55B 0.22%
28,425,000
+249,797
97
$1.54B 0.22%
58,556,478
-3,128,934
98
$1.52B 0.21%
13,651,335
+1,492,208
99
$1.51B 0.21%
29,718,837
+4,908,897
100
$1.5B 0.21%
21,251,447
+2,579,971
2 3
4
5 6