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
2226
$2.72M ﹤0.01%
54,847
2227
$2.72M ﹤0.01%
167,353
-419,940
2228
$2.72M ﹤0.01%
66,693
-11,458
2229
$2.7M ﹤0.01%
25,613
-990
2230
$2.69M ﹤0.01%
683,890
-494,685
2231
$2.69M ﹤0.01%
150,000
+75,000
2232
$2.69M ﹤0.01%
56,908
+1,925
2233
$2.66M ﹤0.01%
369,300
2234
$2.6M ﹤0.01%
111,217
-2,640
2235
$2.59M ﹤0.01%
10,967
2236
$2.59M ﹤0.01%
+21,782
2237
$2.58M ﹤0.01%
+120,000
2238
$2.55M ﹤0.01%
46,706
+3,098
2239
$2.54M ﹤0.01%
133,200
2240
$2.53M ﹤0.01%
170,088
+6,576
2241
$2.52M ﹤0.01%
91,667
-523,900
2242
$2.5M ﹤0.01%
29,079
+26
2243
$2.49M ﹤0.01%
195,200
+8,500
2244
$2.45M ﹤0.01%
148,600
-32,900
2245
$2.4M ﹤0.01%
78,336
+3,502
2246
$2.38M ﹤0.01%
500,000
-200,000
2247
$2.38M ﹤0.01%
332,331
-288,866
2248
$2.37M ﹤0.01%
309,000
+47,600
2249
$2.37M ﹤0.01%
160,900
-156,400
2250
$2.36M ﹤0.01%
74,630
-89,570
88 89
90
91 92