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
1126
$73.5M 0.01%
+2,602,403
1127
$73.5M 0.01%
692,710
-501,166
1128
$73.4M 0.01%
4,515,096
+1,021,396
1129
$73.1M 0.01%
921,891
-369,257
1130
$73.1M 0.01%
2,259,253
+136,761
1131
$72.8M 0.01%
2,232,800
+1,481,240
1132
$72.6M 0.01%
1,800,459
+157,585
1133
$72.6M 0.01%
4,859,810
-40,190
1134
$72.6M 0.01%
6,711,650
+1,430,955
1135
$72.5M 0.01%
156,400
1136
$72.5M 0.01%
999,355
+382,468
1137
$72.2M 0.01%
2,756,274
+95,900
1138
$72.1M 0.01%
11,700,000
+400,000
1139
$72M 0.01%
6,052,379
-1,348,552
1140
$72M 0.01%
+1,727,200
1141
$71.8M 0.01%
2,747,162
-92,612
1142
$71.7M 0.01%
664,400
+113,203
1143
$71.6M 0.01%
1,242,960
+1,132,360
1144
$71.4M 0.01%
263,599
+40,386
1145
$71M 0.01%
7,855,864
+5,891,459
1146
$70.7M 0.01%
4,446,138
-509,700
1147
$70.6M 0.01%
1,570,734
+1,331,833
1148
$70.3M 0.01%
354,400
+71,200
1149
$70.3M 0.01%
3,017,201
-91,541
1150
$70.1M 0.01%
2,591,808
+962,161
44 45
46
47 48