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
1226
$56.7M 0.01%
1,754,619
-2,546,235
1227
$56.7M 0.01%
1,291,921
+54,800
1228
$56.6M 0.01%
2,899,094
+1,714,078
1229
$56.5M 0.01%
3,943,892
-16,539
1230
$56.5M 0.01%
508,313
-960,339
1231
$56.2M 0.01%
2,509,815
-2,400,150
1232
$56.1M 0.01%
1,262,889
-407,933
1233
$56.1M 0.01%
834,742
-129,500
1234
$56.1M 0.01%
1,151,017
+183,200
1235
$56M 0.01%
867,700
-417,272
1236
$55.8M 0.01%
486,476
+43,652
1237
$55.7M 0.01%
+1,471,979
1238
$55.7M 0.01%
924,384
-9,943
1239
$55.5M 0.01%
6,022,322
-103,800
1240
$55.3M 0.01%
1,064,316
-30,858
1241
$55.2M 0.01%
546,340
-397,139
1242
$55.2M 0.01%
1,000,900
-631,587
1243
$55.1M 0.01%
2,507,167
+378,448
1244
$55.1M 0.01%
1,878,626
+794,368
1245
$54.5M 0.01%
1,179,804
-259,623
1246
$54.5M 0.01%
1,017,357
-22,066
1247
$54.3M 0.01%
403,863
+310,928
1248
$53.9M 0.01%
2,847,705
-205,800
1249
$53.8M 0.01%
4,583,412
+4,122,144
1250
$53.3M 0.01%
977,541
-308,479
48 49
50
51 52