Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.92T
1-Year Est. Return 37.73%
 

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
+37.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,826
New
Increased
Reduced
Closed

Top Buys

1
+$5.13B
2
+$4.34B
3
+$3.95B
4
TSLA icon
Tesla
TSLA
+$2.35B
5
GE icon
GE Aerospace
GE
+$1.72B

Top Sells

1
+$2.31B
2
+$1.74B
3
+$1.28B
4
RCI icon
Rogers Communications
RCI
+$1.26B
5
TWX
Time Warner Inc
TWX
+$1.14B

Sector Composition

1 Technology 18.34%
2 Financials 16.14%
3 Healthcare 14.65%
4 Consumer Discretionary 11.8%
5 Communication Services 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$12.9M ﹤0.01%
206,863
+11,055
1827
$12.9M ﹤0.01%
67,253
-37,855
1828
$12.9M ﹤0.01%
412,073
+51,395
1829
$12.8M ﹤0.01%
487,918
-7,100
1830
$12.8M ﹤0.01%
1,611,311
1831
$12.8M ﹤0.01%
1,033,602
+433,100
1832
$12.8M ﹤0.01%
263,800
+79,200
1833
$12.8M ﹤0.01%
305,360
-92,095
1834
$12.8M ﹤0.01%
624,313
-25,352,661
1835
$12.7M ﹤0.01%
344,096
-7,600
1836
$12.7M ﹤0.01%
893,200
-169,500
1837
$12.7M ﹤0.01%
521,469
+2,600
1838
$12.6M ﹤0.01%
613,046
+116,346
1839
$12.6M ﹤0.01%
802,672
-4,500
1840
$12.6M ﹤0.01%
96,509
+23,946
1841
$12.5M ﹤0.01%
786,284
+24,000
1842
$12.4M ﹤0.01%
470,505
+71,805
1843
$12.4M ﹤0.01%
279,981
-944,788
1844
$12.3M ﹤0.01%
453,642
-547,471
1845
$12.3M ﹤0.01%
892,230
+489,099
1846
$12.3M ﹤0.01%
1,442,610
1847
$12.2M ﹤0.01%
517,079
+306,179
1848
$12.1M ﹤0.01%
3,377,926
+78,500
1849
$12M ﹤0.01%
352,000
-141,800
1850
$11.9M ﹤0.01%
1,313,300
+666,800
72 73
74
75 76