Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.92T
1-Year Est. Return 37.73%
 

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
+37.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$748B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,810
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.36B
3
+$1.15B
4
MSFT icon
Microsoft
MSFT
+$1.09B
5
GS icon
Goldman Sachs
GS
+$891M

Top Sells

1
+$1.18B
2
+$1.12B
3
+$1.07B
4
NVDA icon
NVIDIA
NVDA
+$1.07B
5
V icon
Visa
V
+$1.01B

Sector Composition

1 Financials 16.49%
2 Technology 14.92%
3 Healthcare 13.4%
4 Consumer Discretionary 11.03%
5 Communication Services 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$2.74M ﹤0.01%
123,784
+746
2252
$2.73M ﹤0.01%
93,901
+35,990
2253
$2.73M ﹤0.01%
105,000
+14,600
2254
$2.67M ﹤0.01%
126,463
-7,994
2255
$2.65M ﹤0.01%
12,175
-51,600
2256
$2.65M ﹤0.01%
210,099
-867,423
2257
$2.61M ﹤0.01%
10,454
2258
$2.61M ﹤0.01%
64,170
+1,974
2259
$2.55M ﹤0.01%
4,098
+20
2260
$2.55M ﹤0.01%
329,619
-465,100
2261
$2.54M ﹤0.01%
100,000
2262
$2.54M ﹤0.01%
78,323
-628
2263
$2.54M ﹤0.01%
33,480
+5,357
2264
$2.52M ﹤0.01%
345,575
-16,807
2265
$2.52M ﹤0.01%
+142,118
2266
$2.51M ﹤0.01%
21,300
-30,300
2267
$2.49M ﹤0.01%
274,100
-27,100
2268
$2.48M ﹤0.01%
168,393
+21,218
2269
$2.47M ﹤0.01%
497,700
2270
$2.46M ﹤0.01%
58,500
-1,500
2271
$2.44M ﹤0.01%
443,453
-60,226
2272
$2.44M ﹤0.01%
19,230
-44,086
2273
$2.44M ﹤0.01%
233,000
+110,200
2274
$2.42M ﹤0.01%
37,200
2275
$2.4M ﹤0.01%
31,700
89 90
91
92 93