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
$1.35T
AUM Growth
+$93.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,307
New
Increased
Reduced
Closed

Top Buys

1
+$3.1B
2
+$1.22B
3
+$1.07B
4
GFS icon
GlobalFoundries
GFS
+$1.06B
5
AMD icon
Advanced Micro Devices
AMD
+$917M

Top Sells

1
+$4.66B
2
+$2.87B
3
+$2.03B
4
DIS icon
Walt Disney
DIS
+$1.68B
5
TMUS icon
T-Mobile US
TMUS
+$1.09B

Sector Composition

1 Technology 29.1%
2 Healthcare 13.26%
3 Consumer Discretionary 12.9%
4 Financials 11.13%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$100M 0.01%
4,683,858
+4,681,984
1102
$100M 0.01%
7,836,150
+4,603,587
1103
$100M 0.01%
1,083,117
-1,284,533
1104
$99.9M 0.01%
4,475,833
+60,643
1105
$99.8M 0.01%
1,364,166
+95,547
1106
$98.8M 0.01%
954,610
-2,645,824
1107
$98.7M 0.01%
2,434,791
-48,580
1108
$98.6M 0.01%
897,647
+50,618
1109
$98.5M 0.01%
4,991,402
+1,375,971
1110
$97.3M 0.01%
824,662
+125,900
1111
$96.8M 0.01%
624,181
-2,009,116
1112
$96.7M 0.01%
1,051,474
+138,994
1113
$96.6M 0.01%
3,545,231
-456,863
1114
$96M 0.01%
3,850,522
+3,850,285
1115
$95.5M 0.01%
320,916
+2,230
1116
$95.3M 0.01%
4,614,728
-217,066
1117
$95.1M 0.01%
746,598
-538,213
1118
$94.7M 0.01%
2,300,950
+941,940
1119
$94.2M 0.01%
2,775,025
-688,500
1120
$94M 0.01%
4,018,756
+6,357
1121
$93.8M 0.01%
725,291
-199,281
1122
$93.8M 0.01%
812,200
+301,600
1123
$93.6M 0.01%
3,874,003
+502,838
1124
$93.5M 0.01%
808,938
-12,986
1125
$93.4M 0.01%
4,995,626
-125,709
43 44
45
46 47