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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.55B
2
+$1.35B
3
+$1.19B
4
FDX icon
FedEx
FDX
+$1.04B
5
CVX icon
Chevron
CVX
+$879M

Top Sells

1
+$1.16B
2
+$1.01B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$799M
5
AAPL icon
Apple
AAPL
+$633M

Sector Composition

1 Financials 15.61%
2 Healthcare 14.13%
3 Technology 12.77%
4 Consumer Discretionary 11.18%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$60.6M 0.01%
2,346,204
-1,911,844
1202
$60.6M 0.01%
496,658
-1,087,115
1203
$60.5M 0.01%
2,326,532
+1,822,082
1204
$60.3M 0.01%
2,325,275
+853,766
1205
$60.2M 0.01%
997,419
+186,496
1206
$60.1M 0.01%
1,254,000
+480,197
1207
$60M 0.01%
1,459,939
+1,296,606
1208
$59.9M 0.01%
6,951,600
-1,029,221
1209
$59.9M 0.01%
2,423,564
+959,769
1210
$59.8M 0.01%
4,305,600
+571,500
1211
$59.5M 0.01%
2,010,704
-530,468
1212
$59.4M 0.01%
165,309
+6,641
1213
$58.9M 0.01%
1,357,100
-160,000
1214
$58.7M 0.01%
551,197
+70,881
1215
$58.6M 0.01%
1,260,433
-218,882
1216
$58.6M 0.01%
4,339,000
+89,000
1217
$58.5M 0.01%
1,124,009
+96,304
1218
$58.4M 0.01%
4,074,463
-12,732,946
1219
$58.4M 0.01%
9,428,572
1220
$58.3M 0.01%
6,580,828
+5,060,828
1221
$58.1M 0.01%
772,327
1222
$58.1M 0.01%
825,000
-400,000
1223
$58M 0.01%
2,512,200
+2,490,200
1224
$57.9M 0.01%
+1,509,415
1225
$57.8M 0.01%
7,558,925
+3,049,972
47 48
49
50 51