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
1351
$42M ﹤0.01%
1,048,796
-310,282
1352
$42M ﹤0.01%
674,342
+24,118
1353
$42M ﹤0.01%
2,341,317
+1,959,686
1354
$41.9M ﹤0.01%
897,041
-7,582,323
1355
$41.9M ﹤0.01%
+598,349
1356
$41.9M ﹤0.01%
2,028,421
+890,632
1357
$41.7M ﹤0.01%
2,473,181
1358
$41.6M ﹤0.01%
727,904
-8,877
1359
$41.6M ﹤0.01%
339,043
1360
$41.6M ﹤0.01%
18,637,428
+647,110
1361
$41.5M ﹤0.01%
883,473
+94,739
1362
$41.5M ﹤0.01%
951,259
-3,300
1363
$41.3M ﹤0.01%
850,311
+45,525
1364
$41.2M ﹤0.01%
1,894,196
+459,831
1365
$41.1M ﹤0.01%
807,615
-518,500
1366
$41M ﹤0.01%
1,863,020
-8,505,375
1367
$41M ﹤0.01%
12,460,897
+3,415,343
1368
$40.9M ﹤0.01%
2,060,260
-180,000
1369
$40.8M ﹤0.01%
1,027,156
-62,400
1370
$40.7M ﹤0.01%
767,484
-25,080
1371
$40.6M ﹤0.01%
3,424,373
-403,094
1372
$40.6M ﹤0.01%
4,202,501
-2,829,565
1373
$40.5M ﹤0.01%
841,334
-88,695
1374
$40.5M ﹤0.01%
1,628,076
-225,000
1375
$40.4M ﹤0.01%
1,698,414
+366,111
53 54
55
56 57