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
1226
$57.7M 0.01%
+1,919,782
1227
$57.7M 0.01%
1,187,044
-725,876
1228
$57.6M 0.01%
6,717,912
+1,346,617
1229
$57.5M 0.01%
834,620
-1,208,975
1230
$57.5M 0.01%
4,286,474
+1,856,046
1231
$57.4M 0.01%
12,470,142
+29,799
1232
$57.2M 0.01%
1,553,616
-41,868
1233
$57.1M 0.01%
5,015,371
+95,827
1234
$57M 0.01%
4,010,553
+249,022
1235
$56.9M 0.01%
1,049,600
+83,900
1236
$56.7M 0.01%
1,831,200
+361,006
1237
$56.5M 0.01%
1,126,282
-2,304,811
1238
$56.3M 0.01%
1,296,584
-388,408
1239
$56.3M 0.01%
+1,280,316
1240
$56.2M 0.01%
2,970,400
-16,600
1241
$56.1M 0.01%
101,341
+39,596
1242
$55.9M 0.01%
3,108,302
+1,246,478
1243
$55.4M 0.01%
513,629
+2,991
1244
$55.3M 0.01%
1,353,460
+362,038
1245
$55.2M 0.01%
3,279,969
-44,487
1246
$55.2M 0.01%
1,281,588
+685,000
1247
$55.1M 0.01%
1,769,171
+150,998
1248
$55M 0.01%
2,287,500
1249
$54.8M 0.01%
1,831,270
+513,040
1250
$54.7M 0.01%
1,805,554
-1,193,712
48 49
50
51 52