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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.31B
2
+$2.61B
3
+$1.5B
4
PRGO icon
Perrigo
PRGO
+$1.48B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13B

Top Sells

1
+$1.76B
2
+$1.46B
3
+$1.32B
4
AMZN icon
Amazon
AMZN
+$1.06B
5
GE icon
GE Aerospace
GE
+$702M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.1%
3 Technology 13.07%
4 Consumer Discretionary 9.95%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$90.6M 0.01%
1,944,200
-662,900
1027
$90.5M 0.01%
3,873,668
-476,628
1028
$90.1M 0.01%
5,830,319
+1,117,278
1029
$90M 0.01%
2,331,748
+234,752
1030
$89.8M 0.01%
2,602,777
+799,377
1031
$89.1M 0.01%
2,740,980
+2,029,133
1032
$88.8M 0.01%
4,702,467
-955,381
1033
$88.7M 0.01%
11,410,225
+3,851,300
1034
$88.3M 0.01%
1,481,717
+20,028
1035
$88.3M 0.01%
2,873,316
+95,716
1036
$88M 0.01%
8,155,856
+8,660
1037
$87.6M 0.01%
3,380,900
+1,624,900
1038
$87.5M 0.01%
1,601,243
+1,556,883
1039
$87.3M 0.01%
3,339,663
-40,873
1040
$87.3M 0.01%
4,422,252
+632,052
1041
$87.2M 0.01%
1,386,986
-1,795,612
1042
$87.1M 0.01%
895,484
+237,710
1043
$87M 0.01%
2,197,613
+378,838
1044
$86.8M 0.01%
939,713
+297,696
1045
$86.7M 0.01%
2,400,923
-329,798
1046
$86.7M 0.01%
6,409,917
+622,576
1047
$86.6M 0.01%
7,774,029
1048
$86.5M 0.01%
1,229,100
+24,970
1049
$86.4M 0.01%
2,658,117
-79,358
1050
$86.2M 0.01%
923,661
-2,036,424
40 41
42
43 44