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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$1.65B
2
+$1.58B
3
+$1.04B
4
MSFT icon
Microsoft
MSFT
+$910M
5
YHOO
Yahoo Inc
YHOO
+$696M

Top Sells

1
+$1.31B
2
+$1.31B
3
+$1.23B
4
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.22B
5
CMCSA icon
Comcast
CMCSA
+$1.2B

Sector Composition

1 Financials 14.87%
2 Healthcare 14.35%
3 Technology 12.87%
4 Consumer Discretionary 11.75%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$88.8M 0.01%
4,476,628
-5,340
1002
$88.8M 0.01%
5,237,671
-2,073,614
1003
$88.7M 0.01%
614,912
-8,060
1004
$88.7M 0.01%
7,323,634
-59,300
1005
$88.5M 0.01%
1,213,071
-811,900
1006
$88M 0.01%
2,606,756
-368,900
1007
$88M 0.01%
2,666,101
-665,300
1008
$88M 0.01%
2,063,897
+142,844
1009
$87.7M 0.01%
4,812,917
+957,865
1010
$87.4M 0.01%
1,948,800
-123,306
1011
$86.7M 0.01%
3,588,100
+788,400
1012
$86.6M 0.01%
6,770,646
-2,642,800
1013
$86.3M 0.01%
2,207,075
-6,037,399
1014
$86M 0.01%
2,396,619
+268,450
1015
$85.9M 0.01%
5,576,097
-1,127,960
1016
$85.8M 0.01%
19,946,000
-2,256,500
1017
$85.8M 0.01%
1,733,794
-189,402
1018
$85.8M 0.01%
6,148,066
+167,110
1019
$85.7M 0.01%
63,314,270
+77,000
1020
$85.4M 0.01%
1,225,000
+248,110
1021
$85.3M 0.01%
1,840,581
+1,005,527
1022
$85.3M 0.01%
2,038,145
+418,207
1023
$85.3M 0.01%
1,367,183
-133,595
1024
$85.1M 0.01%
1,733,933
+1,107,133
1025
$85M 0.01%
4,502,855
-2,866,147
39 40
41
42 43