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
1101
$78M 0.01%
1,711,594
-845,236
1102
$78M 0.01%
2,078,961
-801,006
1103
$77.8M 0.01%
2,599,836
+1,121,999
1104
$77.6M 0.01%
13,114,205
-204,385
1105
$77.4M 0.01%
1,448,600
+1,217,100
1106
$77.4M 0.01%
3,600,000
1107
$77.3M 0.01%
2,996,030
+445,000
1108
$77M 0.01%
2,849,881
-549,057
1109
$77M 0.01%
3,117,058
+2,617,058
1110
$77M 0.01%
2,144,360
-1,856,023
1111
$77M 0.01%
6,157,220
+1,342,440
1112
$76.9M 0.01%
2,732,271
+545,571
1113
$76.5M 0.01%
3,229,020
-7,576,028
1114
$76.3M 0.01%
1,697,974
+68,208
1115
$76.3M 0.01%
202,003
+43,954
1116
$76M 0.01%
+10,269,189
1117
$75.1M 0.01%
2,422,538
-563,578
1118
$75.1M 0.01%
3,915,024
+462,873
1119
$75M 0.01%
6,672,804
+2,146,780
1120
$74.9M 0.01%
1,426,200
+926,200
1121
$74.5M 0.01%
3,450,000
1122
$74.5M 0.01%
2,931,200
-862,101
1123
$74.3M 0.01%
4,201,839
-1,037,227
1124
$74.2M 0.01%
2,817,709
+743,607
1125
$74M 0.01%
1,796,884
+23,484
43 44
45
46 47