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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.55B
2
+$1.35B
3
+$1.19B
4
FDX icon
FedEx
FDX
+$1.04B
5
CVX icon
Chevron
CVX
+$879M

Top Sells

1
+$1.16B
2
+$1.01B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$799M
5
AAPL icon
Apple
AAPL
+$633M

Sector Composition

1 Financials 15.61%
2 Healthcare 14.13%
3 Technology 12.77%
4 Consumer Discretionary 11.18%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
$1.74M ﹤0.01%
88,498
-14,600
2302
$1.72M ﹤0.01%
3,006
-1,199
2303
$1.72M ﹤0.01%
+119,945
2304
$1.71M ﹤0.01%
19,100
-743,780
2305
$1.69M ﹤0.01%
41,376
-186
2306
$1.69M ﹤0.01%
20,007
+639
2307
$1.68M ﹤0.01%
+442,500
2308
$1.68M ﹤0.01%
64,061
+5,664
2309
$1.68M ﹤0.01%
+100,000
2310
$1.67M ﹤0.01%
351,269
2311
$1.67M ﹤0.01%
68,807
+14,245
2312
$1.67M ﹤0.01%
200,000
-22,000
2313
$1.66M ﹤0.01%
100,078
2314
$1.65M ﹤0.01%
30,280
-1,338
2315
$1.64M ﹤0.01%
100,000
-475,000
2316
$1.64M ﹤0.01%
109,100
2317
$1.6M ﹤0.01%
87,046
+26,234
2318
$1.56M ﹤0.01%
+979,900
2319
$1.54M ﹤0.01%
88,880
2320
$1.48M ﹤0.01%
+14,770
2321
$1.47M ﹤0.01%
3,226,600
2322
$1.46M ﹤0.01%
53,630
-428,400
2323
$1.45M ﹤0.01%
62,100
2324
$1.45M ﹤0.01%
55,600
+10,400
2325
$1.45M ﹤0.01%
434,100
-180,500
91 92
93
94 95