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
1376
$40M 0.01%
1,297,960
-276,901
1377
$40M 0.01%
1,359,170
+334,197
1378
$39.8M 0.01%
1,813,364
+1,242,338
1379
$39.7M 0.01%
1,607,446
+396,433
1380
$39.6M 0.01%
2,549,275
-235,895
1381
$39.6M 0.01%
10,774
-1,734
1382
$39.5M 0.01%
2,108,169
+349,308
1383
$39.5M 0.01%
111,298
-30,078
1384
$39.5M 0.01%
1,120,400
1385
$39.2M 0.01%
1,294,974
-353,896
1386
$39.2M 0.01%
1,541,694
+432,900
1387
$39M 0.01%
2,292,450
+1,041,300
1388
$39M 0.01%
759,401
+33,385
1389
$38.9M 0.01%
882,082
+150,116
1390
$38.8M 0.01%
612,713
-118,400
1391
$38.8M 0.01%
1,121,352
+1,114,689
1392
$38.4M 0.01%
4,889,661
+10,691
1393
$38.4M 0.01%
617,300
+23,000
1394
$38.2M 0.01%
495,968
+10,780
1395
$38.1M 0.01%
2,002,762
+658,172
1396
$38M 0.01%
2,560,313
+504,800
1397
$38M 0.01%
786,053
+169,053
1398
$37.9M 0.01%
903,328
+508,304
1399
$37.9M 0.01%
818,493
+529,110
1400
$37.8M 0.01%
2,906,489
+330,692
54 55
56
57 58