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
1951
$8.02M ﹤0.01%
484,296
1952
$8M ﹤0.01%
1,581,647
-113,000
1953
$7.98M ﹤0.01%
328,304
-365,438
1954
$7.94M ﹤0.01%
124,541
-13,655
1955
$7.92M ﹤0.01%
1,418,587
+215,651
1956
$7.89M ﹤0.01%
377,700
+358,000
1957
$7.88M ﹤0.01%
171,107
+1,109
1958
$7.86M ﹤0.01%
+172,000
1959
$7.83M ﹤0.01%
350,421
+2,550
1960
$7.76M ﹤0.01%
98,800
1961
$7.75M ﹤0.01%
+140,000
1962
$7.74M ﹤0.01%
103,446
+82,001
1963
$7.73M ﹤0.01%
681,158
-11,200
1964
$7.68M ﹤0.01%
1,725,061
-498,699
1965
$7.67M ﹤0.01%
129,785
-94,700
1966
$7.66M ﹤0.01%
+70,000
1967
$7.65M ﹤0.01%
73,578
1968
$7.62M ﹤0.01%
219,126
-314,272
1969
$7.62M ﹤0.01%
8,461
+1,637
1970
$7.58M ﹤0.01%
297,365
+9,008
1971
$7.53M ﹤0.01%
697,501
+17,400
1972
$7.52M ﹤0.01%
405,824
1973
$7.51M ﹤0.01%
76,793
+12,075
1974
$7.5M ﹤0.01%
132,900
+22,800
1975
$7.45M ﹤0.01%
+517,500
77 78
79
80 81