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
$1.3T
AUM Growth
+$145B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,804
New
Increased
Reduced
Closed

Top Buys

1
+$1.97B
2
+$1.35B
3
+$1.22B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.04B

Top Sells

1
+$1.71B
2
+$1.31B
3
+$941M
4
ORCL icon
Oracle
ORCL
+$824M
5
NVDA icon
NVIDIA
NVDA
+$694M

Sector Composition

1 Technology 29.47%
2 Healthcare 12.55%
3 Consumer Discretionary 11.01%
4 Financials 10.72%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$3.02M ﹤0.01%
82,579
-25,986
2077
$3.01M ﹤0.01%
127,620
+21,634
2078
$3.01M ﹤0.01%
49,348
-4,024
2079
$2.99M ﹤0.01%
457,208
+450,379
2080
$2.95M ﹤0.01%
28,743
-2,885
2081
$2.95M ﹤0.01%
39,047
+12,706
2082
$2.93M ﹤0.01%
22,507
-1,808
2083
$2.91M ﹤0.01%
10,762
+500
2084
$2.91M ﹤0.01%
51,737
-5,844
2085
$2.9M ﹤0.01%
17,115
+889
2086
$2.88M ﹤0.01%
89,540
-128,320
2087
$2.86M ﹤0.01%
65,223
+19,453
2088
$2.85M ﹤0.01%
48,050
-4,332
2089
$2.83M ﹤0.01%
+103,631
2090
$2.82M ﹤0.01%
51,506
+2,256
2091
$2.82M ﹤0.01%
229,366
+32,162
2092
$2.81M ﹤0.01%
289,599
+87,323
2093
$2.78M ﹤0.01%
994,300
2094
$2.77M ﹤0.01%
105,889
+105,329
2095
$2.77M ﹤0.01%
42,682
+8,429
2096
$2.73M ﹤0.01%
28,689
+2,989
2097
$2.72M ﹤0.01%
335,838
2098
$2.71M ﹤0.01%
36,895
+10,804
2099
$2.71M ﹤0.01%
165,538
-5,130,745
2100
$2.71M ﹤0.01%
75,886
-26,543
82 83
84
85 86