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
$748B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,810
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.36B
3
+$1.15B
4
MSFT icon
Microsoft
MSFT
+$1.09B
5
GS icon
Goldman Sachs
GS
+$891M

Top Sells

1
+$1.18B
2
+$1.12B
3
+$1.07B
4
NVDA icon
NVIDIA
NVDA
+$1.07B
5
V icon
Visa
V
+$1.01B

Sector Composition

1 Financials 16.49%
2 Technology 14.92%
3 Healthcare 13.4%
4 Consumer Discretionary 11.03%
5 Communication Services 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$88.2M 0.01%
2,500,000
1052
$88.2M 0.01%
2,731,400
+2,124,700
1053
$88.1M 0.01%
8,032,285
+12,200
1054
$88M 0.01%
4,020,533
-274,507
1055
$87.9M 0.01%
1,436,024
+21,852
1056
$87.7M 0.01%
5,792,946
+1,807,820
1057
$87.6M 0.01%
4,549,534
+202,009
1058
$87.6M 0.01%
1,850,010
+83,195
1059
$87.4M 0.01%
2,745,551
-1,730,282
1060
$87.2M 0.01%
5,192,388
+1,246,521
1061
$86.9M 0.01%
1,851,106
+1,294,618
1062
$86.4M 0.01%
2,177,453
-548,100
1063
$86.4M 0.01%
1,203,575
-136,810
1064
$86.1M 0.01%
5,041,312
-431,612
1065
$85.7M 0.01%
2,464,998
+438,789
1066
$85.6M 0.01%
1,033,052
+889,377
1067
$85.6M 0.01%
1,523,626
+58,976
1068
$85.5M 0.01%
1,528,291
-9,300
1069
$85.4M 0.01%
728,538
+66,956
1070
$85.4M 0.01%
661,972
-4,498
1071
$85.3M 0.01%
3,489,840
-5,039,691
1072
$85.2M 0.01%
6,960,646
+511,563
1073
$85.2M 0.01%
4,870,729
+133,038
1074
$84.2M 0.01%
4,465,000
+3,944,860
1075
$83.9M 0.01%
1,947,565
41 42
43
44 45