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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.31B
2
+$2.61B
3
+$1.5B
4
PRGO icon
Perrigo
PRGO
+$1.48B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13B

Top Sells

1
+$1.76B
2
+$1.46B
3
+$1.32B
4
AMZN icon
Amazon
AMZN
+$1.06B
5
GE icon
GE Aerospace
GE
+$702M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.1%
3 Technology 13.07%
4 Consumer Discretionary 9.95%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$7.47M ﹤0.01%
354,250
-567,500
2052
$7.43M ﹤0.01%
622,900
-21,500
2053
$7.43M ﹤0.01%
177,495
-159,284
2054
$7.42M ﹤0.01%
102,810
-27,190
2055
$7.38M ﹤0.01%
193,594
+4,376
2056
$7.36M ﹤0.01%
339,700
+126,200
2057
$7.35M ﹤0.01%
434,008
-70,700
2058
$7.32M ﹤0.01%
1,050,274
-62,843
2059
$7.24M ﹤0.01%
421,900
-168,100
2060
$7.18M ﹤0.01%
+500,000
2061
$7.15M ﹤0.01%
718,100
-6,900
2062
$7.13M ﹤0.01%
741,031
2063
$7.11M ﹤0.01%
888,000
-1,400,625
2064
$7.06M ﹤0.01%
2,520,116
+116,063
2065
$7.04M ﹤0.01%
121,713
-233,480
2066
$7.03M ﹤0.01%
935,900
-47,800
2067
$7.03M ﹤0.01%
167,600
+69,700
2068
$7.01M ﹤0.01%
1,770,356
2069
$6.95M ﹤0.01%
1,627,700
-82,200
2070
$6.89M ﹤0.01%
+310,000
2071
$6.85M ﹤0.01%
133,533
+66,189
2072
$6.82M ﹤0.01%
241,049
+205,170
2073
$6.79M ﹤0.01%
+487,820
2074
$6.75M ﹤0.01%
159,620
+37,840
2075
$6.72M ﹤0.01%
77,409
+160
81 82
83
84 85