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
1451
$34.4M ﹤0.01%
550,825
-108,862
1452
$34.4M ﹤0.01%
734,522
-1,036,617
1453
$34.2M ﹤0.01%
116,630
+1,634
1454
$34.1M ﹤0.01%
172,312
+25,757
1455
$34.1M ﹤0.01%
401,525
+23,599
1456
$34M ﹤0.01%
1,829,031
+1,631,631
1457
$33.7M ﹤0.01%
3,672,467
+140,400
1458
$33.7M ﹤0.01%
1,249,211
+78,126
1459
$33.6M ﹤0.01%
3,427,926
+19,759
1460
$33.4M ﹤0.01%
825,943
-8,947,625
1461
$33.4M ﹤0.01%
1,828,012
+287,309
1462
$33.3M ﹤0.01%
+1,114,667
1463
$33.2M ﹤0.01%
2,227,994
+216,100
1464
$33.2M ﹤0.01%
362,452
+116,185
1465
$33.2M ﹤0.01%
810,717
-539,283
1466
$33M ﹤0.01%
1,844,810
-737
1467
$32.9M ﹤0.01%
389,762
-23,375
1468
$32.9M ﹤0.01%
407,141
-9,200
1469
$32.8M ﹤0.01%
682,821
-1,310,114
1470
$32.6M ﹤0.01%
2,093,541
-1,211,093
1471
$32.6M ﹤0.01%
+313,769
1472
$32.5M ﹤0.01%
570,000
+5,000
1473
$32.4M ﹤0.01%
226,445
+217,445
1474
$32.4M ﹤0.01%
2,415,837
-3,168,280
1475
$32.3M ﹤0.01%
996,583
-851,526
57 58
59
60 61