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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.55B
2
+$1.35B
3
+$1.19B
4
FDX icon
FedEx
FDX
+$1.04B
5
CVX icon
Chevron
CVX
+$879M

Top Sells

1
+$1.16B
2
+$1.01B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$799M
5
AAPL icon
Apple
AAPL
+$633M

Sector Composition

1 Financials 15.61%
2 Healthcare 14.13%
3 Technology 12.77%
4 Consumer Discretionary 11.18%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$3.13M ﹤0.01%
76,251
-1,080
2202
$3.12M ﹤0.01%
287,750
2203
$3.11M ﹤0.01%
716,800
-12,300
2204
$3.08M ﹤0.01%
109,500
+87,300
2205
$3.06M ﹤0.01%
175,700
+70,500
2206
$3.05M ﹤0.01%
65,507
-959,269
2207
$3.03M ﹤0.01%
12,398
+3,393
2208
$3.03M ﹤0.01%
239,930
-40,782
2209
$2.99M ﹤0.01%
633,983
-67,973
2210
$2.98M ﹤0.01%
223,221
-21,879
2211
$2.97M ﹤0.01%
1,357,900
-225,500
2212
$2.96M ﹤0.01%
238,100
+30,400
2213
$2.93M ﹤0.01%
366,900
2214
$2.93M ﹤0.01%
99,760
2215
$2.93M ﹤0.01%
847,000
-19,099,000
2216
$2.93M ﹤0.01%
55,884
+511
2217
$2.91M ﹤0.01%
648,266
-18,400
2218
$2.91M ﹤0.01%
283,900
2219
$2.89M ﹤0.01%
+101,080
2220
$2.88M ﹤0.01%
+212,200
2221
$2.87M ﹤0.01%
54,300
-100,689
2222
$2.87M ﹤0.01%
233,116
-298,548
2223
$2.83M ﹤0.01%
19,286
-21,490
2224
$2.82M ﹤0.01%
+59,500
2225
$2.76M ﹤0.01%
1,300,000
87 88
89
90 91