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
1426
$38M 0.01%
+1,415,860
1427
$37.9M 0.01%
3,523,924
-946,415
1428
$37.8M 0.01%
3,540,315
+323,500
1429
$37.8M 0.01%
5,259,045
-9,603
1430
$37.7M 0.01%
1,195,717
-622,718
1431
$37.6M 0.01%
1,071,496
-18,092
1432
$37.6M 0.01%
629,000
+8,500
1433
$37.2M 0.01%
1,330,511
+1,179,311
1434
$37.2M 0.01%
+2,487,648
1435
$37.2M 0.01%
218,100
-157,000
1436
$37.1M 0.01%
1,100,915
-226,467
1437
$37.1M 0.01%
1,061,802
-2,271,343
1438
$37.1M 0.01%
3,400,059
+1,184,559
1439
$37M 0.01%
1,354,692
+286,449
1440
$36.8M 0.01%
2,436,363
-62,979
1441
$36.8M 0.01%
1,215,818
+156,378
1442
$36.6M 0.01%
2,665,772
-441,154
1443
$36.6M 0.01%
2,632,930
+410,296
1444
$36.6M 0.01%
4,907,100
+2,704,700
1445
$36.5M 0.01%
238,243
+19,286
1446
$36.3M 0.01%
1,469,451
-221,109
1447
$36.1M 0.01%
1,282,400
+127,300
1448
$36M 0.01%
2,239,166
1449
$36M 0.01%
1,319,604
+8,804
1450
$35.8M 0.01%
818,117
-1,142
56 57
58
59 60