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
1126
$68.3M 0.01%
497,888
-105,659
1127
$68.3M 0.01%
2,407,915
-381,067
1128
$68.1M 0.01%
+3,302,200
1129
$67.9M 0.01%
1,609,896
+631,459
1130
$67.9M 0.01%
2,524,371
-288,900
1131
$67.6M 0.01%
1,302,271
+21,812
1132
$67.5M 0.01%
2,148,837
+109,976
1133
$67.5M 0.01%
1,799,845
+573,750
1134
$67.4M 0.01%
1,677,780
+128,710
1135
$67.3M 0.01%
9,756,322
+652,818
1136
$67.2M 0.01%
186,651
+21,379
1137
$67.1M 0.01%
2,191,628
+972,541
1138
$67M 0.01%
3,355,785
+796,805
1139
$66.3M 0.01%
2,667,957
+503,607
1140
$66.2M 0.01%
2,212,982
-95,368
1141
$66M 0.01%
1,173,542
-216,317
1142
$66M 0.01%
1,255,930
-137,390
1143
$65.8M 0.01%
1,956,836
+319,380
1144
$65.7M 0.01%
993,331
-843,322
1145
$65.6M 0.01%
4,205,480
+570,185
1146
$65.6M 0.01%
210,140
-176,275
1147
$65.4M 0.01%
7,484,996
+16,900
1148
$65.3M 0.01%
1,906,698
-509,304
1149
$65.2M 0.01%
6,092,744
1150
$65.1M 0.01%
8,400,589
-1,248,722
44 45
46
47 48