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
1051
$86.1M 0.01%
1,884,795
-99,686
1052
$86M 0.01%
1,593,284
-256,544
1053
$85.7M 0.01%
5,572,000
+4,920,400
1054
$85.6M 0.01%
4,344,091
-612,411
1055
$85.4M 0.01%
3,750,109
+1,753,226
1056
$85.3M 0.01%
1,202,194
+189,910
1057
$85.1M 0.01%
+3,600,488
1058
$85.1M 0.01%
575,882
-42,906
1059
$84.8M 0.01%
3,697,024
-1,164,619
1060
$84.7M 0.01%
1,199,270
+1,147,674
1061
$84M 0.01%
3,579,181
+3,487,514
1062
$83.9M 0.01%
2,503,629
+168,214
1063
$83.9M 0.01%
8,089,097
+661,700
1064
$83.7M 0.01%
1,614,550
+70,489
1065
$83.5M 0.01%
558,797
-1,405,549
1066
$83.4M 0.01%
1,713,409
+825,190
1067
$83.3M 0.01%
799,250
+187,193
1068
$83.1M 0.01%
3,288,999
1069
$83M 0.01%
1,127,200
-1,445,000
1070
$82.7M 0.01%
6,020,540
-5,502,114
1071
$82.4M 0.01%
1,316,613
+164,700
1072
$82.4M 0.01%
3,280,830
+923,929
1073
$82.4M 0.01%
279,802
+4,612
1074
$82M 0.01%
3,002,924
+1,270,374
1075
$81.9M 0.01%
2,689,559
+227,768
41 42
43
44 45