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
1476
$34M ﹤0.01%
+2,626,100
1477
$33.9M ﹤0.01%
758,570
+1,200
1478
$33.8M ﹤0.01%
1,173,000
-17,200
1479
$33.8M ﹤0.01%
639,542
-61,310
1480
$33.8M ﹤0.01%
1,582,438
-2,462,112
1481
$33.6M ﹤0.01%
1,291,614
-218,780
1482
$33.4M ﹤0.01%
1,155,600
+441,800
1483
$33.4M ﹤0.01%
776,208
+1,806
1484
$33.3M ﹤0.01%
1,586,163
+10,063
1485
$33.2M ﹤0.01%
833,737
+38,788
1486
$33.1M ﹤0.01%
1,695,626
-19,431
1487
$33M ﹤0.01%
2,092,581
+372,981
1488
$32.9M ﹤0.01%
+1,200,000
1489
$32.9M ﹤0.01%
6,171,046
-2,587,300
1490
$32.9M ﹤0.01%
1,293,009
+455,962
1491
$32.8M ﹤0.01%
1,597,524
+64
1492
$32.8M ﹤0.01%
518,357
-14,480
1493
$32.8M ﹤0.01%
4,474,840
-49,910
1494
$32.7M ﹤0.01%
50,186
+7,994
1495
$32.5M ﹤0.01%
477,677
-113,184
1496
$32.5M ﹤0.01%
293,800
+234,100
1497
$32.4M ﹤0.01%
2,105,642
1498
$32.4M ﹤0.01%
1,403,590
+50,490
1499
$32.3M ﹤0.01%
1,099,096
+365,984
1500
$32.3M ﹤0.01%
449,087
-658,574
58 59
60
61 62