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
$748B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,810
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.36B
3
+$1.15B
4
MSFT icon
Microsoft
MSFT
+$1.09B
5
GS icon
Goldman Sachs
GS
+$891M

Top Sells

1
+$1.18B
2
+$1.12B
3
+$1.07B
4
NVDA icon
NVIDIA
NVDA
+$1.07B
5
V icon
Visa
V
+$1.01B

Sector Composition

1 Financials 16.49%
2 Technology 14.92%
3 Healthcare 13.4%
4 Consumer Discretionary 11.03%
5 Communication Services 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$65.1M 0.01%
2,392,813
-856,617
1177
$65M 0.01%
890,900
-11,100
1178
$64.9M 0.01%
1,420,050
-167,943
1179
$64.7M 0.01%
+541,700
1180
$64.2M 0.01%
2,886,701
-3,926,747
1181
$63.9M 0.01%
17,364,762
+128,239
1182
$63.8M 0.01%
3,152,532
+639,708
1183
$63.7M 0.01%
4,030,130
-325,797
1184
$63.2M 0.01%
5,199,414
+136,758
1185
$62.6M 0.01%
2,768,173
-243,600
1186
$62.5M 0.01%
4,765,481
-499,326
1187
$62.5M 0.01%
3,344,041
1188
$62.4M 0.01%
1,000,000
-111
1189
$62.3M 0.01%
3,463,690
-269,422
1190
$62.2M 0.01%
2,781,646
-3,300
1191
$62.1M 0.01%
2,152,389
-498,312
1192
$62.1M 0.01%
2,167,508
-4,532
1193
$62.1M 0.01%
1,466,987
-2,670,075
1194
$62M 0.01%
5,305,620
+1,658,574
1195
$61.8M 0.01%
611,867
-153,064
1196
$61.7M 0.01%
2,943,000
+6,900
1197
$61.6M 0.01%
16,159,871
-13,531,030
1198
$61.5M 0.01%
688,063
+6,291
1199
$61.2M 0.01%
937,236
-187,948
1200
$61.1M 0.01%
1,489,719
-76,178
46 47
48
49 50