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
2226
$2.5M ﹤0.01%
57,137
+3,574
2227
$2.5M ﹤0.01%
105,623
-3,629
2228
$2.46M ﹤0.01%
131,531
+31
2229
$2.44M ﹤0.01%
55,200
2230
$2.43M ﹤0.01%
248,138
2231
$2.43M ﹤0.01%
209,200
2232
$2.4M ﹤0.01%
66,400
-285,600
2233
$2.39M ﹤0.01%
+61,231
2234
$2.39M ﹤0.01%
73,219
+15,982
2235
$2.38M ﹤0.01%
114,472
-73,535
2236
$2.38M ﹤0.01%
96,338
+1,000
2237
$2.37M ﹤0.01%
+11,400
2238
$2.36M ﹤0.01%
+682,702
2239
$2.34M ﹤0.01%
+890,526
2240
$2.34M ﹤0.01%
92,707
+4,347
2241
$2.3M ﹤0.01%
90,108
2242
$2.28M ﹤0.01%
+115,065
2243
$2.27M ﹤0.01%
64,922
+2,056
2244
$2.27M ﹤0.01%
+80,250
2245
$2.25M ﹤0.01%
34,279
+1,589
2246
$2.24M ﹤0.01%
24,173
-256,755
2247
$2.22M ﹤0.01%
+33,292
2248
$2.21M ﹤0.01%
118,035
-4,025
2249
$2.21M ﹤0.01%
17,994
+3,596
2250
$2.2M ﹤0.01%
58,582
+4,015
88 89
90
91 92