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
$746B
AUM Growth
+$25.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1
+$1.45B
2
+$1.19B
3
+$1.02B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$849M
5
JNJ icon
Johnson & Johnson
JNJ
+$804M

Top Sells

1
+$3.36B
2
+$1.47B
3
+$1.2B
4
BHC icon
Bausch Health
BHC
+$1.11B
5
YHOO
Yahoo Inc
YHOO
+$993M

Sector Composition

1 Healthcare 14.86%
2 Financials 14.4%
3 Technology 13.38%
4 Consumer Discretionary 9.44%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$32.9M ﹤0.01%
1,286,330
-1,942,690
1527
$32.7M ﹤0.01%
668,692
1528
$32.6M ﹤0.01%
785,418
-445,406
1529
$32.6M ﹤0.01%
229,396
+106,196
1530
$32.5M ﹤0.01%
1,437,385
+81,100
1531
$32.5M ﹤0.01%
702,228
+380,228
1532
$32.5M ﹤0.01%
1,750,818
-18,353
1533
$32.4M ﹤0.01%
2,682,983
-362,600
1534
$32.4M ﹤0.01%
846,900
+545,000
1535
$32.4M ﹤0.01%
2,072,340
-167,000
1536
$32.3M ﹤0.01%
2,070,966
-168,200
1537
$32.3M ﹤0.01%
763,755
+7,050
1538
$32.1M ﹤0.01%
250,373
-30,090
1539
$32.1M ﹤0.01%
2,026,140
-32,175
1540
$32.1M ﹤0.01%
2,502,500
1541
$32.1M ﹤0.01%
303,570
-167,664
1542
$32M ﹤0.01%
3,903,800
1543
$31.8M ﹤0.01%
475,432
+23,332
1544
$31.8M ﹤0.01%
1,221,148
+76,856
1545
$31.7M ﹤0.01%
3,207,340
-2,068,000
1546
$31.7M ﹤0.01%
991,500
-647,100
1547
$31.7M ﹤0.01%
2,334,661
+938,594
1548
$31.7M ﹤0.01%
2,265,998
+609,177
1549
$31.6M ﹤0.01%
2,715,858
+172,810
1550
$31.6M ﹤0.01%
485,870
-335,000
60 61
62
63 64