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
$702B
AUM Growth
-$77.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$1.62B
2
+$1.06B
3
+$933M
4
AMZN icon
Amazon
AMZN
+$653M
5
EA icon
Electronic Arts
EA
+$641M

Top Sells

1
+$1.71B
2
+$1.57B
3
+$1.45B
4
FDX icon
FedEx
FDX
+$1.31B
5
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.27B

Sector Composition

1 Healthcare 18.04%
2 Financials 15.32%
3 Technology 13.93%
4 Consumer Discretionary 12.27%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$29.4M ﹤0.01%
1,417,390
+745,456
1477
$29.1M ﹤0.01%
350,853
+116,037
1478
$29.1M ﹤0.01%
392,696
-158,662
1479
$29M ﹤0.01%
2,118,400
-2,500
1480
$28.9M ﹤0.01%
2,436,510
-847,180
1481
$28.9M ﹤0.01%
3,489,677
+74,327
1482
$28.9M ﹤0.01%
1,853,488
+489,842
1483
$28.8M ﹤0.01%
526,130
+73,326
1484
$28.7M ﹤0.01%
1,894,583
+1,240,983
1485
$28.7M ﹤0.01%
845,205
1486
$28.6M ﹤0.01%
1,211,004
+62,500
1487
$28.5M ﹤0.01%
192,900
+29,400
1488
$28.4M ﹤0.01%
863,227
+54,113
1489
$28.3M ﹤0.01%
795,549
-45,607
1490
$28.2M ﹤0.01%
572,300
-603,681
1491
$28.1M ﹤0.01%
2,743,200
+60,900
1492
$28M ﹤0.01%
5,464,060
+661,700
1493
$28M ﹤0.01%
8,359,600
+1,114,100
1494
$28M ﹤0.01%
2,910,200
-259,300
1495
$28M ﹤0.01%
4,405,737
+496,400
1496
$27.9M ﹤0.01%
2,595,659
+19,575
1497
$27.9M ﹤0.01%
995,266
+403,166
1498
$27.9M ﹤0.01%
1,893,340
+71,300
1499
$27.9M ﹤0.01%
889,627
-21,739
1500
$27.8M ﹤0.01%
3,307,460
58 59
60
61 62