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
126
$1.2B 0.17%
35,771,620
+2,998,083
127
$1.19B 0.17%
10,006,024
-354,631
128
$1.18B 0.17%
25,973,400
+1,995,458
129
$1.18B 0.17%
13,965,112
-3,336,390
130
$1.18B 0.17%
20,893,646
+1,276,918
131
$1.16B 0.16%
14,915,288
-6,786,707
132
$1.13B 0.16%
38,040,486
+8,113,409
133
$1.11B 0.16%
99,350,805
-1,839,240
134
$1.11B 0.16%
15,470,515
-7,976,414
135
$1.11B 0.16%
44,029,369
+2,569,036
136
$1.1B 0.16%
28,468,182
-882,981
137
$1.1B 0.15%
13,583,099
-893,603
138
$1.09B 0.15%
29,897,280
+2,768,962
139
$1.07B 0.15%
9,229,808
+833,854
140
$1.07B 0.15%
84,099,128
+17,493,930
141
$1.07B 0.15%
16,258,864
+2,245,121
142
$1.07B 0.15%
34,503,571
+5,075,827
143
$1.06B 0.15%
93,919,278
+15,551,334
144
$1.06B 0.15%
23,548,982
-4,251,458
145
$1.06B 0.15%
16,149,727
-563,399
146
$1.05B 0.15%
48,482,556
-1,840,459
147
$1.04B 0.15%
13,138,953
+861,620
148
$1.03B 0.15%
12,009,011
+318,894
149
$1.02B 0.14%
10,571,650
-1,032,484
150
$1.02B 0.14%
17,283,282
+34,455
4 5
6
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