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
$746B
AUM Growth
+$25.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1
+$1.45B
2
+$1.19B
3
+$1.02B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$849M
5
JNJ icon
Johnson & Johnson
JNJ
+$804M

Top Sells

1
+$3.36B
2
+$1.47B
3
+$1.2B
4
BHC icon
Bausch Health
BHC
+$1.11B
5
YHOO
Yahoo Inc
YHOO
+$993M

Sector Composition

1 Healthcare 14.86%
2 Financials 14.4%
3 Technology 13.38%
4 Consumer Discretionary 9.44%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$55M 0.01%
1,300,548
+11,748
1277
$54.9M 0.01%
41,213
1278
$54.8M 0.01%
1,586,192
+15,000
1279
$54.8M 0.01%
1,124,221
-836,734
1280
$54.7M 0.01%
1,865,900
-983,981
1281
$54.7M 0.01%
783,429
-807,588
1282
$54.6M 0.01%
2,128,614
-215,736
1283
$54.5M 0.01%
2,392,361
+821,575
1284
$54.1M 0.01%
3,200,773
+15,046
1285
$53.9M 0.01%
28,083,854
-555,800
1286
$53.8M 0.01%
254,120
-13,586
1287
$53.7M 0.01%
3,486,591
-53,483
1288
$53.7M 0.01%
444,837
+89,908
1289
$53.4M 0.01%
1,956,360
+45,000
1290
$53.4M 0.01%
2,835,761
-375,739
1291
$53.3M 0.01%
1,578,700
-409,000
1292
$53.3M 0.01%
829,449
-641,763
1293
$53.1M 0.01%
1,307,672
-16,360
1294
$53.1M 0.01%
1,939,288
-878,421
1295
$52.8M 0.01%
6,398,792
+2,038,820
1296
$52.5M 0.01%
2,359,571
+189,671
1297
$52.5M 0.01%
296,100
+21,429
1298
$52.4M 0.01%
38,298
-2,233
1299
$52.4M 0.01%
1,497,611
-168,800
1300
$52.3M 0.01%
1,964,500
+7,200
50 51
52
53 54