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
1051
$79.4M 0.01%
4,219,884
+493,284
1052
$78.8M 0.01%
1,871,622
-1,034,096
1053
$78.3M 0.01%
4,788,056
-47,291
1054
$78.3M 0.01%
2,107,890
-33,530
1055
$78M 0.01%
2,579,030
-3,230,232
1056
$78M 0.01%
1,632,165
+4,760
1057
$78M 0.01%
6,761,608
-2,581,926
1058
$77.9M 0.01%
253,422
+4,144
1059
$77.7M 0.01%
10,152,105
-41,430
1060
$77.3M 0.01%
1,555,935
-403,152
1061
$77.1M 0.01%
5,920,147
+229,419
1062
$77.1M 0.01%
1,314,595
-1,394,485
1063
$76.9M 0.01%
2,648,918
-4,429,331
1064
$76.8M 0.01%
+3,143,108
1065
$76.7M 0.01%
750,748
-113,100
1066
$76.5M 0.01%
737,897
+309,863
1067
$76.4M 0.01%
2,562,353
-3,770,882
1068
$76.2M 0.01%
2,351,409
+542,859
1069
$76.2M 0.01%
1,603,589
-26,612,876
1070
$76.2M 0.01%
4,581,812
-2,667,076
1071
$75.9M 0.01%
655,851
+10,562
1072
$75.8M 0.01%
1,056,940
+147,122
1073
$75.6M 0.01%
2,001,417
-1,468
1074
$75.4M 0.01%
2,181,149
-656,435
1075
$75.3M 0.01%
1,439,427
41 42
43
44 45