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
$1.56T
AUM Growth
+$72.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,783
New
Increased
Reduced
Closed

Top Buys

1
+$10.6B
2
+$3.65B
3
+$2.16B
4
ORCL icon
Oracle
ORCL
+$1.51B
5
WDC icon
Western Digital
WDC
+$1.19B

Top Sells

1
+$10.8B
2
+$3.02B
3
+$1.9B
4
MSFT icon
Microsoft
MSFT
+$1.76B
5
CRM icon
Salesforce
CRM
+$1.76B

Sector Composition

1 Technology 32.96%
2 Healthcare 11.67%
3 Communication Services 10.86%
4 Financials 10.42%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$1.42M ﹤0.01%
36,164
-506
2277
$1.41M ﹤0.01%
20,949
+1,423
2278
$1.41M ﹤0.01%
68,518
+3,845
2279
$1.4M ﹤0.01%
21,316
+3,190
2280
$1.39M ﹤0.01%
17,573
+4,037
2281
$1.38M ﹤0.01%
56,503
+40,703
2282
$1.38M ﹤0.01%
69,516
+61,657
2283
$1.37M ﹤0.01%
40,691
+4,796
2284
$1.36M ﹤0.01%
229,672
-1,105
2285
$1.36M ﹤0.01%
36,575
-2,167
2286
$1.36M ﹤0.01%
5,546
-2,527
2287
$1.34M ﹤0.01%
55,546
-11,185
2288
$1.34M ﹤0.01%
+32,000
2289
$1.34M ﹤0.01%
+134,430
2290
$1.34M ﹤0.01%
14,027
+991
2291
$1.34M ﹤0.01%
13,866
+523
2292
$1.33M ﹤0.01%
84,201
-44,330
2293
$1.33M ﹤0.01%
35,708
-776
2294
$1.32M ﹤0.01%
99,704
-36,558
2295
$1.32M ﹤0.01%
20,950
+19,669
2296
$1.31M ﹤0.01%
12,136
-10,522
2297
$1.31M ﹤0.01%
100,965
+8,247
2298
$1.31M ﹤0.01%
5,355
-6,282
2299
$1.31M ﹤0.01%
57,354
-23,897
2300
$1.3M ﹤0.01%
12,545
+3,387
90 91
92
93 94