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
$1T
AUM Growth
-$248B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,804
New
Increased
Reduced
Closed

Top Buys

1
+$1.61B
2
+$1.58B
3
+$1.05B
4
OXY icon
Occidental Petroleum
OXY
+$979M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$956M

Top Sells

1
+$2.73B
2
+$2.07B
3
+$2.04B
4
MO icon
Altria Group
MO
+$1.41B
5
META icon
Meta Platforms (Facebook)
META
+$1.34B

Sector Composition

1 Technology 23.63%
2 Healthcare 15.44%
3 Financials 11.54%
4 Consumer Discretionary 10.26%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$2.79M ﹤0.01%
72,969
-4,898
2227
$2.78M ﹤0.01%
308,578
2228
$2.78M ﹤0.01%
178,072
+56,991
2229
$2.77M ﹤0.01%
31,726
-2,049
2230
$2.76M ﹤0.01%
70,159
-7,360
2231
$2.75M ﹤0.01%
891,506
-157,456
2232
$2.75M ﹤0.01%
56,695
+3,501
2233
$2.75M ﹤0.01%
252,595
-763
2234
$2.74M ﹤0.01%
214,066
-1,415,114
2235
$2.74M ﹤0.01%
458,059
+5,755
2236
$2.74M ﹤0.01%
39,170
-2,137
2237
$2.73M ﹤0.01%
115,177
+106,846
2238
$2.71M ﹤0.01%
126,532
+2,137
2239
$2.69M ﹤0.01%
674,584
+670,651
2240
$2.69M ﹤0.01%
76,033
-1,895
2241
$2.69M ﹤0.01%
111,522
-577
2242
$2.69M ﹤0.01%
75,514
-44,854
2243
$2.68M ﹤0.01%
1,578,783
2244
$2.68M ﹤0.01%
135,629
+540
2245
$2.68M ﹤0.01%
100,631
-1,188,555
2246
$2.66M ﹤0.01%
130,892
-48,029
2247
$2.66M ﹤0.01%
56,612
+12
2248
$2.65M ﹤0.01%
501,840
+170,750
2249
$2.62M ﹤0.01%
109,707
-3,981
2250
$2.61M ﹤0.01%
155,292
-83,001
88 89
90
91 92