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
$1.77T
AUM Growth
+$207B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,605
New
Increased
Reduced
Closed

Top Buys

1
+$4.49B
2
+$3.31B
3
+$2.24B
4
TSM icon
TSMC
TSM
+$1.74B
5
MA icon
Mastercard
MA
+$1.13B

Top Sells

1
+$4.31B
2
+$2.83B
3
+$2.52B
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.38B
5
LLY icon
Eli Lilly
LLY
+$2.21B

Sector Composition

1 Technology 31.27%
2 Financials 12.89%
3 Communication Services 12.87%
4 Consumer Discretionary 10.3%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$123M 0.01%
17,078,468
+1,139
1027
$123M 0.01%
4,382,512
-609,311
1028
$122M 0.01%
5,600,019
+535,290
1029
$122M 0.01%
628,250
+8,628
1030
$122M 0.01%
424,240
-720,363
1031
$122M 0.01%
387,267
-79,939
1032
$121M 0.01%
6,055,544
+10,740
1033
$121M 0.01%
1,019,266
-92,261
1034
$121M 0.01%
1,031,823
-561,552
1035
$120M 0.01%
697,357
+28,586
1036
$120M 0.01%
3,324,879
+2,060,877
1037
$120M 0.01%
886,816
-72,537
1038
$120M 0.01%
1,046,051
+792,030
1039
$120M 0.01%
2,953,110
-14,017
1040
$120M 0.01%
2,699,300
-3,013
1041
$119M 0.01%
+5,442,515
1042
$119M 0.01%
2,700,317
+307,800
1043
$119M 0.01%
10,442,467
+110,256
1044
$118M 0.01%
15,916
-1,012
1045
$118M 0.01%
5,486,882
+3,461,496
1046
$117M 0.01%
+2,325,905
1047
$117M 0.01%
1,515,601
-85,132
1048
$117M 0.01%
7,619,423
+586,904
1049
$116M 0.01%
1,402,308
+1,394,410
1050
$116M 0.01%
1,693,507
-1,038,532
40 41
42
43 44