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
$780B
AUM Growth
-$4.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,915
New
Increased
Reduced
Closed

Top Buys

1
+$2.14B
2
+$676M
3
+$660M
4
EMC
EMC CORPORATION
EMC
+$616M
5
AMZN icon
Amazon
AMZN
+$589M

Top Sells

1
+$1.59B
2
+$951M
3
+$948M
4
JNJ icon
Johnson & Johnson
JNJ
+$911M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$845M

Sector Composition

1 Healthcare 19.28%
2 Financials 15.23%
3 Technology 14.09%
4 Consumer Discretionary 11.07%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$54.2M 0.01%
1,063,028
+642,404
1302
$54.2M 0.01%
3,643,374
-139,599
1303
$54M 0.01%
1,213,140
+2,540
1304
$53.9M 0.01%
302,841
+230,608
1305
$53.7M 0.01%
1,373,560
-8,366
1306
$53.4M 0.01%
5,733,331
+98,300
1307
$53.3M 0.01%
3,133,748
+19,310
1308
$53.2M 0.01%
3,307,460
1309
$53.2M 0.01%
2,469,500
+1,027,219
1310
$53.2M 0.01%
5,797,328
+50,000
1311
$53.1M 0.01%
374,656
-4,890
1312
$53M 0.01%
1,982,100
-478,500
1313
$52.9M 0.01%
5,098,458
-75,000
1314
$52.8M 0.01%
1,561,990
+33,100
1315
$52.7M 0.01%
591,200
-10,376
1316
$52.7M 0.01%
39,918
+12,165
1317
$52.4M 0.01%
1,842,994
1318
$52.2M 0.01%
+522,700
1319
$51.8M 0.01%
1,727,564
+1,197,889
1320
$51.6M 0.01%
2,802,376
+2,777,376
1321
$51.6M 0.01%
1,008,250
+444,750
1322
$51.5M 0.01%
826,593
-105,646
1323
$51.5M 0.01%
643,900
+114,300
1324
$51.3M 0.01%
3,173,673
-1,259,734
1325
$51.3M 0.01%
1,549,618
+95,915
51 52
53
54 55