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
1651
$21.6M ﹤0.01%
607,900
+200,600
1652
$21.5M ﹤0.01%
611,300
+191,100
1653
$21.4M ﹤0.01%
896,507
-940,224
1654
$21.3M ﹤0.01%
3,749,357
+250,500
1655
$21.3M ﹤0.01%
884,115
+469,540
1656
$21.2M ﹤0.01%
4,038,775
+467,237
1657
$21.2M ﹤0.01%
525,000
1658
$21.1M ﹤0.01%
1,186,100
-753,900
1659
$21M ﹤0.01%
625,021
+25,000
1660
$21M ﹤0.01%
1,532,029
1661
$20.9M ﹤0.01%
114,060
+17,143
1662
$20.9M ﹤0.01%
904,392
-3,049,564
1663
$20.9M ﹤0.01%
900,100
1664
$20.9M ﹤0.01%
1,043,519
-6,504,467
1665
$20.8M ﹤0.01%
343,120
+60,100
1666
$20.8M ﹤0.01%
692,381
-88,626
1667
$20.8M ﹤0.01%
449,221
+398,732
1668
$20.6M ﹤0.01%
841,200
+316,200
1669
$20.5M ﹤0.01%
1,137,800
+1,012,400
1670
$20.4M ﹤0.01%
1,045,779
+676,779
1671
$20.4M ﹤0.01%
464,373
+3,441
1672
$20.4M ﹤0.01%
175,000
1673
$20.4M ﹤0.01%
360,364
+405
1674
$20.3M ﹤0.01%
1,341,164
+743,751
1675
$20.3M ﹤0.01%
193,800
-156,200
65 66
67
68 69