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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.31B
2
+$2.61B
3
+$1.5B
4
PRGO icon
Perrigo
PRGO
+$1.48B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13B

Top Sells

1
+$1.76B
2
+$1.46B
3
+$1.32B
4
AMZN icon
Amazon
AMZN
+$1.06B
5
GE icon
GE Aerospace
GE
+$702M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.1%
3 Technology 13.07%
4 Consumer Discretionary 9.95%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$50.1M 0.01%
1,936,800
+1,638,250
1302
$49.9M 0.01%
1,283,714
-437,150
1303
$49.8M 0.01%
713,827
-58,500
1304
$49.6M 0.01%
1,943,000
1305
$49.5M 0.01%
2,524,700
-445,700
1306
$49.4M 0.01%
7,903,969
-904,580
1307
$49.4M 0.01%
+4,405,000
1308
$49.3M 0.01%
1,534,270
-2,538,935
1309
$49.1M 0.01%
2,231,429
-2,792,797
1310
$49M 0.01%
28,639,654
-13,282,975
1311
$48.9M 0.01%
1,171,467
-125
1312
$48.8M 0.01%
4,271,400
+3,496,200
1313
$48.8M 0.01%
+169,878
1314
$48.4M 0.01%
2,817,622
1315
$48.4M 0.01%
2,221,037
+285,276
1316
$48.3M 0.01%
24,570,038
+20,478,117
1317
$48.2M 0.01%
15,171,062
+4,300
1318
$48.2M 0.01%
1,015,049
+212,650
1319
$48.2M 0.01%
2,825,000
1320
$48.1M 0.01%
3,522,850
+150,000
1321
$48M 0.01%
807,827
+372,600
1322
$48M 0.01%
726,247
-330,903
1323
$48M 0.01%
+2,450,400
1324
$47.9M 0.01%
920,936
-446,070
1325
$47.9M 0.01%
1,598,271
+1,514,204
51 52
53
54 55