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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.31B
2
+$2.61B
3
+$1.5B
4
PRGO icon
Perrigo
PRGO
+$1.48B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13B

Top Sells

1
+$1.76B
2
+$1.46B
3
+$1.32B
4
AMZN icon
Amazon
AMZN
+$1.06B
5
GE icon
GE Aerospace
GE
+$702M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.1%
3 Technology 13.07%
4 Consumer Discretionary 9.95%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$33M ﹤0.01%
862,100
+5,500
1502
$32.9M ﹤0.01%
2,522,317
+2,080,049
1503
$32.8M ﹤0.01%
2,620,005
-45,767
1504
$32.5M ﹤0.01%
1,789,661
-1,807,807
1505
$32.5M ﹤0.01%
+1,128,881
1506
$32.3M ﹤0.01%
1,427,300
-1,457,700
1507
$32.3M ﹤0.01%
1,090,300
+249,100
1508
$32.3M ﹤0.01%
793,680
+47,900
1509
$32.2M ﹤0.01%
1,296,300
+13,900
1510
$32.2M ﹤0.01%
301,714
+210,214
1511
$32.1M ﹤0.01%
756,705
-435,660
1512
$32M ﹤0.01%
4,822,646
-61,711
1513
$32M ﹤0.01%
4,016,132
+266,775
1514
$32M ﹤0.01%
368,116
+180,753
1515
$31.9M ﹤0.01%
1,021,609
+750,197
1516
$31.9M ﹤0.01%
282,578
-214,080
1517
$31.8M ﹤0.01%
1,886,040
-3,098,532
1518
$31.7M ﹤0.01%
7,376,300
+6,933,800
1519
$31.7M ﹤0.01%
1,315,989
+81,980
1520
$31.6M ﹤0.01%
1,386,212
1521
$31.5M ﹤0.01%
2,401,019
+365,747
1522
$31.5M ﹤0.01%
383,195
-764,663
1523
$31.4M ﹤0.01%
3,447,000
-555,651
1524
$31.4M ﹤0.01%
+2,248,100
1525
$31.3M ﹤0.01%
744,804
-1,151,054
59 60
61
62 63