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
1126
$93.2M 0.01%
4,150,514
-964,936
1127
$93.2M 0.01%
670,980
-42,994
1128
$92.9M 0.01%
2,388,839
-709,458
1129
$92.7M 0.01%
1,373,883
-134,862
1130
$92.5M 0.01%
9,152,746
-7,049,900
1131
$92M 0.01%
2,451,512
+78,790
1132
$91.7M 0.01%
2,657,056
+707,140
1133
$91.4M 0.01%
600,260
-103,682
1134
$91.3M 0.01%
450,614
-483,236
1135
$91.1M 0.01%
12,274,823
+709,936
1136
$91M 0.01%
4,441,786
-260,957
1137
$90.9M 0.01%
357,154
-2,756
1138
$90.9M 0.01%
2,266,876
+326
1139
$90.8M 0.01%
4,500,675
+1,037,752
1140
$90.7M 0.01%
2,384,262
-6,500,491
1141
$90.6M 0.01%
1,366,377
+35,254
1142
$90.6M 0.01%
4,887,573
-848,292
1143
$90.5M 0.01%
+60,737
1144
$90.3M 0.01%
732,263
-127,989
1145
$90.3M 0.01%
7,774,532
-2,063,310
1146
$90.2M 0.01%
305,082
-5,373
1147
$90M 0.01%
4,340,063
-47,200
1148
$89.8M 0.01%
3,776,524
-57,143
1149
$89.7M 0.01%
474,952
+27,662
1150
$89.6M 0.01%
4,608,090
+12,682
44 45
46
47 48