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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$1.65B
2
+$1.58B
3
+$1.04B
4
MSFT icon
Microsoft
MSFT
+$910M
5
YHOO
Yahoo Inc
YHOO
+$696M

Top Sells

1
+$1.31B
2
+$1.31B
3
+$1.23B
4
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.22B
5
CMCSA icon
Comcast
CMCSA
+$1.2B

Sector Composition

1 Financials 14.87%
2 Healthcare 14.35%
3 Technology 12.87%
4 Consumer Discretionary 11.75%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.11B 0.17%
24,809,940
+4,557,544
127
$1.11B 0.17%
5,873,050
-134,920
128
$1.1B 0.17%
12,742,560
+541,079
129
$1.1B 0.17%
29,351,163
+5,615,001
130
$1.08B 0.17%
22,269,062
+6,945,482
131
$1.08B 0.16%
30,013,665
-12,320,813
132
$1.06B 0.16%
41,460,333
+8,215,798
133
$1.06B 0.16%
20,876,572
+2,669,510
134
$1.05B 0.16%
19,616,728
+3,718,854
135
$1.05B 0.16%
101,190,045
+28,339,055
136
$1.05B 0.16%
12,329,177
+2,384,708
137
$1.05B 0.16%
27,801,123
+2,452,686
138
$1.04B 0.16%
68,735,121
+7,771,988
139
$1.04B 0.16%
11,604,134
+1,258,455
140
$1.03B 0.16%
14,019,878
-13,081,055
141
$1.01B 0.15%
16,329,614
-7,973,792
142
$997M 0.15%
11,758,112
+569,824
143
$992M 0.15%
50,323,015
+9,688,282
144
$992M 0.15%
19,123,815
+1,811,747
145
$989M 0.15%
7,705,882
-1,866,087
146
$984M 0.15%
23,559,649
-4,601,012
147
$974M 0.15%
23,977,942
+871,351
148
$970M 0.15%
48,834,010
-6,304,816
149
$964M 0.15%
10,580,453
-215,430
150
$955M 0.15%
12,813,098
+676,767
4 5
6
7 8