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
1226
$55.3M 0.01%
2,670,476
+941,386
1227
$55.1M 0.01%
5,148,470
-551,804
1228
$55.1M 0.01%
896,126
+209,615
1229
$54.9M 0.01%
943,824
+205,702
1230
$54.8M 0.01%
847,952
-25,988
1231
$54.8M 0.01%
920,154
-15,498
1232
$54.6M 0.01%
+3,786,680
1233
$54.5M 0.01%
1,731,926
1234
$54.3M 0.01%
+2,095,925
1235
$53.8M 0.01%
2,987,300
+664,490
1236
$53.6M 0.01%
12,620,881
+254,616
1237
$53.5M 0.01%
1,354,064
+846,141
1238
$53.5M 0.01%
1,373,390
-447,310
1239
$53.4M 0.01%
15,564,393
-4,175,082
1240
$53.1M 0.01%
2,405,591
-3,941,832
1241
$53.1M 0.01%
7,670,767
+2,069,086
1242
$53M 0.01%
776,400
+10,400
1243
$53M 0.01%
8,311,860
+37,248
1244
$52.9M 0.01%
318,442
-122,754
1245
$52.7M 0.01%
1,278,693
+161,449
1246
$52.6M 0.01%
2,371,048
-43,614
1247
$52.5M 0.01%
669,962
+3,741
1248
$52.4M 0.01%
1,353,300
-1,792
1249
$52.4M 0.01%
304,780
+32
1250
$52.4M 0.01%
617,455
-547,265
48 49
50
51 52