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
1651
$19.1M ﹤0.01%
840,659
+88,350
1652
$19M ﹤0.01%
300,625
-41,225
1653
$19M ﹤0.01%
618,444
+18,900
1654
$19M ﹤0.01%
1,965,600
1655
$19M ﹤0.01%
464,320
-4,100
1656
$18.7M ﹤0.01%
113,987
1657
$18.7M ﹤0.01%
1,162,350
1658
$18.6M ﹤0.01%
1,000,000
+139,700
1659
$18.5M ﹤0.01%
+2,332,999
1660
$18.5M ﹤0.01%
169,130
-45,422
1661
$18.4M ﹤0.01%
1,499,200
1662
$18.4M ﹤0.01%
680,888
+501,100
1663
$18.2M ﹤0.01%
800,000
1664
$18.2M ﹤0.01%
710,231
+231
1665
$18.2M ﹤0.01%
630,500
+30,300
1666
$18.1M ﹤0.01%
4,721,267
+2,207,000
1667
$18.1M ﹤0.01%
806,000
+71,600
1668
$18M ﹤0.01%
711,642
-67,687
1669
$17.9M ﹤0.01%
884,300
+297,300
1670
$17.9M ﹤0.01%
+651,531
1671
$17.8M ﹤0.01%
687,000
1672
$17.8M ﹤0.01%
+3,235,561
1673
$17.7M ﹤0.01%
1,350,796
+15,407
1674
$17.7M ﹤0.01%
2,096,367
-67,581
1675
$17.7M ﹤0.01%
405,100
+68,000
65 66
67
68 69