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
1026
$84.7M 0.01%
8,704,234
+2,208,796
1027
$84.6M 0.01%
1,446,403
+11,836
1028
$84.4M 0.01%
1,950,756
-647,106
1029
$84.3M 0.01%
4,691,739
+424,816
1030
$83.8M 0.01%
663,142
+89,482
1031
$83.6M 0.01%
3,018,035
-2,893,459
1032
$83.5M 0.01%
5,281,363
+52,319
1033
$83.3M 0.01%
2,895,387
+181,968
1034
$83.1M 0.01%
766,402
-282,140
1035
$82.6M 0.01%
6,097,213
-1,328,126
1036
$82.4M 0.01%
1,334,728
-51,996
1037
$82.1M 0.01%
1,472,638
-293,761
1038
$82.1M 0.01%
15,484,858
+2,798,500
1039
$81.8M 0.01%
1,258,469
-444,130
1040
$81.6M 0.01%
2,213,334
1041
$81.4M 0.01%
2,283,960
+151,627
1042
$81.2M 0.01%
684,931
-669,461
1043
$81.2M 0.01%
5,568,322
-207,958
1044
$81.2M 0.01%
1,421,556
-2,830,417
1045
$81M 0.01%
3,081,168
+1,334,340
1046
$80.9M 0.01%
4,324,150
+3,133,409
1047
$80.8M 0.01%
424,395
-61,700
1048
$80.8M 0.01%
4,509,459
-5,707,948
1049
$79.7M 0.01%
2,772,561
-324,076
1050
$79.7M 0.01%
3,545,078
-1,793,423
40 41
42
43 44