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
1101
$72.3M 0.01%
1,432,593
+362,477
1102
$72.1M 0.01%
1,230,522
-30,146
1103
$71.6M 0.01%
1,340,259
-689,558
1104
$71.5M 0.01%
2,798,440
+1,698,341
1105
$71.4M 0.01%
1,083,189
-556,695
1106
$71.3M 0.01%
2,237,576
-800,537
1107
$71.3M 0.01%
1,628,618
-602,409
1108
$70.6M 0.01%
3,873,643
+3,015,476
1109
$70.1M 0.01%
866,464
+611,676
1110
$69.6M 0.01%
6,045,983
+5,329,583
1111
$69.5M 0.01%
1,361,367
-640,882
1112
$69.5M 0.01%
4,984,077
-297,575
1113
$69.4M 0.01%
2,453,704
+244,892
1114
$69.3M 0.01%
15,401,017
+234,100
1115
$69.3M 0.01%
2,258,564
+492,017
1116
$69.2M 0.01%
1,552,206
+894,954
1117
$69.2M 0.01%
2,528,755
-1,221,341
1118
$69.2M 0.01%
1,563,133
+701,104
1119
$69.1M 0.01%
2,392,476
+2,179,276
1120
$69M 0.01%
3,269,044
+1,670,640
1121
$68.8M 0.01%
732,188
-769,028
1122
$68.8M 0.01%
3,044,293
-295,489
1123
$68.7M 0.01%
1,782,223
+1,180,784
1124
$68.6M 0.01%
5,103,811
+4,727,168
1125
$68.4M 0.01%
1,504,304
+134,749
43 44
45
46 47