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
$1.68T
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,956
New
Increased
Reduced
Closed

Top Buys

1
+$3.87B
2
+$3.19B
3
+$2B
4
APP icon
Applovin
APP
+$1.51B
5
SHEL icon
Shell
SHEL
+$1.38B

Top Sells

1
+$6.01B
2
+$5.24B
3
+$3.99B
4
LLY icon
Eli Lilly
LLY
+$2.07B
5
AMD icon
Advanced Micro Devices
AMD
+$1.9B

Sector Composition

1 Technology 31.27%
2 Financials 12.15%
3 Communication Services 12%
4 Consumer Discretionary 11.22%
5 Healthcare 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$7.75M ﹤0.01%
132,828
+12,211
1927
$7.75M ﹤0.01%
61,687
-3,502
1928
$7.68M ﹤0.01%
49,054
+35,113
1929
$7.66M ﹤0.01%
418,642
-129,882
1930
$7.62M ﹤0.01%
448,811
+5,803
1931
$7.61M ﹤0.01%
566,109
+457,107
1932
$7.59M ﹤0.01%
664,800
-48,101
1933
$7.51M ﹤0.01%
205,170
+26,692
1934
$7.42M ﹤0.01%
423,318
+70,066
1935
$7.41M ﹤0.01%
313,012
+55,753
1936
$7.4M ﹤0.01%
20,222
+4,577
1937
$7.39M ﹤0.01%
233,090
-7,023
1938
$7.34M ﹤0.01%
2,391,958
+1
1939
$7.19M ﹤0.01%
363,304
-93,625
1940
$7.18M ﹤0.01%
7,933,000
-2,735
1941
$7.16M ﹤0.01%
1,072,199
-30,591
1942
$7.13M ﹤0.01%
320,982
-32,574
1943
$7.06M ﹤0.01%
1,140,504
-14,588
1944
$7.03M ﹤0.01%
1,293,098
+12,298
1945
$6.94M ﹤0.01%
101,739
-23,645
1946
$6.88M ﹤0.01%
76,382
-4,767
1947
$6.87M ﹤0.01%
151,217
+31,091
1948
$6.83M ﹤0.01%
322,091
-164,243
1949
$6.82M ﹤0.01%
95,650
+36,427
1950
$6.8M ﹤0.01%
1,125,834
-1,597,238
76 77
78
79 80