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
1051
$83.9M 0.01%
2,251,998
-167,472
1052
$83.8M 0.01%
2,461,623
-418,186
1053
$83.5M 0.01%
1,642,546
-2,066,287
1054
$82.9M 0.01%
1,883,706
-548,892
1055
$82.8M 0.01%
1,674,821
-494,330
1056
$82.8M 0.01%
6,222,439
+168,881
1057
$82.6M 0.01%
2,461,791
+346,112
1058
$82.4M 0.01%
612,057
+153,677
1059
$82.3M 0.01%
546,214
-68,698
1060
$82M 0.01%
3,398,938
+236,200
1061
$82M 0.01%
1,951,255
-30,668
1062
$81.4M 0.01%
5,255,266
+2,798,100
1063
$81.3M 0.01%
1,567,600
+1,007,583
1064
$81.3M 0.01%
+2,332,250
1065
$81.1M 0.01%
1,447,637
+1,387,537
1066
$81M 0.01%
4,713,041
+2,341,813
1067
$80.5M 0.01%
894,420
+60,600
1068
$80.1M 0.01%
3,202,667
+236,205
1069
$80M 0.01%
2,671,700
+120,300
1070
$79.7M 0.01%
4,034,400
+3,685,500
1071
$79.6M 0.01%
2,934,600
+3,538
1072
$79.6M 0.01%
2,209,419
-187,200
1073
$79.5M 0.01%
6,252,783
-3,205,759
1074
$79.5M 0.01%
1,773,400
+548,100
1075
$79.3M 0.01%
1,708,151
+244,551
41 42
43
44 45