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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.55B
2
+$1.35B
3
+$1.19B
4
FDX icon
FedEx
FDX
+$1.04B
5
CVX icon
Chevron
CVX
+$879M

Top Sells

1
+$1.16B
2
+$1.01B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$799M
5
AAPL icon
Apple
AAPL
+$633M

Sector Composition

1 Financials 15.61%
2 Healthcare 14.13%
3 Technology 12.77%
4 Consumer Discretionary 11.18%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$42.2M 0.01%
1,618,977
-746,400
1377
$42.2M 0.01%
2,589,289
-2,713
1378
$42.1M 0.01%
2,719,348
-2,071,597
1379
$42M 0.01%
1,371,216
-916,700
1380
$42M 0.01%
6,528,373
-2,261,880
1381
$41.8M 0.01%
+1,030,565
1382
$41.7M 0.01%
802,399
-588,400
1383
$41.7M 0.01%
347,660
+78,160
1384
$41.6M 0.01%
1,058,135
+52,683
1385
$41.6M 0.01%
2,825,000
1386
$41.6M 0.01%
506,600
+81,464
1387
$41.6M 0.01%
616,887
-116,151
1388
$41.5M 0.01%
929,552
-273,700
1389
$41.5M 0.01%
1,996,883
+846,400
1390
$41.3M 0.01%
991,117
-3,326
1391
$41.2M 0.01%
2,772,988
+812,697
1392
$41.1M 0.01%
664,328
+528,137
1393
$41M 0.01%
4,906,944
-3,535,156
1394
$41M 0.01%
587,489
-16,021
1395
$40.9M 0.01%
1,769,171
+150,998
1396
$40.8M 0.01%
+1,477,837
1397
$40.8M 0.01%
1,821,858
-415,880
1398
$40.7M 0.01%
2,268,686
+592,520
1399
$40.7M 0.01%
623,714
+18,300
1400
$40.7M 0.01%
+2,147,254
54 55
56
57 58