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
$733B
AUM Growth
+$9.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,809
New
Increased
Reduced
Closed

Top Buys

1
+$1.82B
2
+$1.79B
3
+$993M
4
COP icon
ConocoPhillips
COP
+$697M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$613M

Top Sells

1
+$1.76B
2
+$1.54B
3
+$984M
4
AAPL icon
Apple
AAPL
+$916M
5
GE icon
GE Aerospace
GE
+$822M

Sector Composition

1 Healthcare 16.15%
2 Financials 13.57%
3 Technology 13.22%
4 Consumer Discretionary 11.97%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$2.71M ﹤0.01%
136,932
+1,401
2252
$2.69M ﹤0.01%
1,673,644
-612,958
2253
$2.69M ﹤0.01%
496,200
2254
$2.68M ﹤0.01%
+664,103
2255
$2.66M ﹤0.01%
37,028
+3,442
2256
$2.65M ﹤0.01%
38,152
+1,422
2257
$2.65M ﹤0.01%
205,383
-9,210
2258
$2.65M ﹤0.01%
638,650
-200,000
2259
$2.65M ﹤0.01%
+143,125
2260
$2.64M ﹤0.01%
+78,000
2261
$2.63M ﹤0.01%
1,132,648
-10,033,400
2262
$2.62M ﹤0.01%
196,050
+97,292
2263
$2.62M ﹤0.01%
111,100
-273,900
2264
$2.58M ﹤0.01%
90,400
2265
$2.57M ﹤0.01%
3
2266
$2.57M ﹤0.01%
119,380
-800
2267
$2.55M ﹤0.01%
+41,900
2268
$2.55M ﹤0.01%
812,000
2269
$2.53M ﹤0.01%
98,528
-745,524
2270
$2.52M ﹤0.01%
423,100
2271
$2.5M ﹤0.01%
+133,100
2272
$2.48M ﹤0.01%
7,172
-56,079
2273
$2.48M ﹤0.01%
58,728
+25,804
2274
$2.48M ﹤0.01%
32,300
-100
2275
$2.47M ﹤0.01%
64,000
-8,241
89 90
91
92 93