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
$889B
AUM Growth
+$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,967
New
Increased
Reduced
Closed

Top Buys

1
+$1.51B
2
+$1.13B
3
+$1.04B
4
AXP icon
American Express
AXP
+$714M
5
HCA icon
HCA Healthcare
HCA
+$675M

Top Sells

1
+$6.87B
2
+$6.1B
3
+$3.96B
4
TSLA icon
Tesla
TSLA
+$3.74B
5
MMM icon
3M
MMM
+$1.33B

Sector Composition

1 Technology 19.87%
2 Financials 15.4%
3 Healthcare 15.27%
4 Consumer Discretionary 11.41%
5 Communication Services 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$2.82M ﹤0.01%
348,653
-211,549
2202
$2.81M ﹤0.01%
75,445
2203
$2.81M ﹤0.01%
60,060
-5,440
2204
$2.79M ﹤0.01%
835,035
+497,780
2205
$2.78M ﹤0.01%
46,625
-19,964
2206
$2.77M ﹤0.01%
96,398
+62,985
2207
$2.77M ﹤0.01%
40,150
-886,253
2208
$2.77M ﹤0.01%
51,700
+3,700
2209
$2.77M ﹤0.01%
75,582
+509
2210
$2.75M ﹤0.01%
35,870
-2,353
2211
$2.75M ﹤0.01%
+100,251
2212
$2.73M ﹤0.01%
343,150
+16,461
2213
$2.72M ﹤0.01%
115,300
2214
$2.69M ﹤0.01%
506,700
2215
$2.64M ﹤0.01%
91,873
-976,407
2216
$2.61M ﹤0.01%
68,081
+11,449
2217
$2.6M ﹤0.01%
60,590
-6,770
2218
$2.6M ﹤0.01%
43,084
+6,681
2219
$2.58M ﹤0.01%
67,225
+3,713
2220
$2.57M ﹤0.01%
12,525
-652
2221
$2.57M ﹤0.01%
1,402,861
-398,539
2222
$2.56M ﹤0.01%
10,253
2223
$2.56M ﹤0.01%
14,827
+1,410
2224
$2.52M ﹤0.01%
1,520,401
+70,001
2225
$2.5M ﹤0.01%
70,200
+6,200
87 88
89
90 91