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
1176
$61.6M 0.01%
1,164,088
-888,024
1177
$61.6M 0.01%
1,120,400
1178
$61.3M 0.01%
3,366,419
-1,067,096
1179
$61M 0.01%
738,615
+245,792
1180
$60.7M 0.01%
37,606
+2,900
1181
$60.6M 0.01%
367,024
-15,394
1182
$60.5M 0.01%
1,321,045
+68,900
1183
$60.5M 0.01%
772,899
-1,478,690
1184
$60.4M 0.01%
1,295,151
-363,810
1185
$60.4M 0.01%
1,390,846
-492,949
1186
$60.4M 0.01%
1,581,128
+790,467
1187
$60.3M 0.01%
1,987,713
+211,975
1188
$60.2M 0.01%
3,949,700
+477,400
1189
$60.2M 0.01%
1,026,700
+135,300
1190
$60.1M 0.01%
7,858,278
+39,300
1191
$60.1M 0.01%
702,995
-263,200
1192
$59.9M 0.01%
450,684
+83,596
1193
$59.5M 0.01%
+2,370,198
1194
$59.4M 0.01%
1,359,934
-8,032,088
1195
$59.4M 0.01%
1,113,558
-177,430
1196
$59.3M 0.01%
12,808,900
-15,723,285
1197
$59.3M 0.01%
2,582,261
-1,883,321
1198
$59.1M 0.01%
2,329,124
+1,732,750
1199
$59M 0.01%
1,132,482
-269,200
1200
$58.8M 0.01%
2,289,246
-157
46 47
48
49 50