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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$1.65B
2
+$1.58B
3
+$1.04B
4
MSFT icon
Microsoft
MSFT
+$910M
5
YHOO
Yahoo Inc
YHOO
+$696M

Top Sells

1
+$1.31B
2
+$1.31B
3
+$1.23B
4
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.22B
5
CMCSA icon
Comcast
CMCSA
+$1.2B

Sector Composition

1 Financials 14.87%
2 Healthcare 14.35%
3 Technology 12.87%
4 Consumer Discretionary 11.75%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$3.03M ﹤0.01%
442,250
-174,250
2202
$2.99M ﹤0.01%
+125,400
2203
$2.97M ﹤0.01%
+194,100
2204
$2.96M ﹤0.01%
+666,666
2205
$2.95M ﹤0.01%
345,275
+298,900
2206
$2.95M ﹤0.01%
72,511
-1,679,267
2207
$2.94M ﹤0.01%
181,500
-328,800
2208
$2.94M ﹤0.01%
140,730
2209
$2.94M ﹤0.01%
113,857
-347,878
2210
$2.93M ﹤0.01%
77,331
-1,788
2211
$2.8M ﹤0.01%
729,100
-23,500
2212
$2.8M ﹤0.01%
26,603
-166,965
2213
$2.8M ﹤0.01%
369,300
+2,800
2214
$2.79M ﹤0.01%
366,900
2215
$2.78M ﹤0.01%
89,600
+78,300
2216
$2.78M ﹤0.01%
913,200
2217
$2.77M ﹤0.01%
382,640
2218
$2.7M ﹤0.01%
120,329
-341,971
2219
$2.68M ﹤0.01%
120,000
2220
$2.65M ﹤0.01%
59,745
-210,666
2221
$2.64M ﹤0.01%
148,989
-10,564
2222
$2.63M ﹤0.01%
321,700
-157,200
2223
$2.63M ﹤0.01%
+40,200
2224
$2.63M ﹤0.01%
1,300,000
2225
$2.62M ﹤0.01%
36,372
+247
87 88
89
90 91