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
1351
$43.2M 0.01%
293,762
-47,338
1352
$43M 0.01%
1,201,600
+438,200
1353
$42.9M 0.01%
889,500
-348,227
1354
$42.6M 0.01%
350,707
+91
1355
$42.6M 0.01%
1,161,961
-112,025
1356
$42.5M 0.01%
183,047
+18,937
1357
$42.5M 0.01%
1,559,187
+276,304
1358
$42.4M 0.01%
2,285,794
+1,425,664
1359
$42.3M 0.01%
499,250
-358,626
1360
$42.3M 0.01%
536,973
+366,750
1361
$42.1M 0.01%
4,008,076
-431,261
1362
$42M 0.01%
1,578,772
-1,405,956
1363
$41.9M 0.01%
718,399
+56,481
1364
$41.7M 0.01%
1,072,890
-244,000
1365
$41.4M 0.01%
467,300
+296,330
1366
$40.9M 0.01%
1,221,731
+1,168,419
1367
$40.9M 0.01%
895,277
-34,438
1368
$40.7M 0.01%
2,194,943
-142,030
1369
$40.7M 0.01%
618,541
-229,538
1370
$40.6M 0.01%
894,998
-1,221,020
1371
$40.5M 0.01%
903,573
-358,600
1372
$40.3M 0.01%
329,118
+177,991
1373
$40.1M 0.01%
408,147
-729,027
1374
$40.1M 0.01%
1,971,700
1375
$40.1M 0.01%
1,109,040
-8,480
53 54
55
56 57