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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.31B
2
+$2.61B
3
+$1.5B
4
PRGO icon
Perrigo
PRGO
+$1.48B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13B

Top Sells

1
+$1.76B
2
+$1.46B
3
+$1.32B
4
AMZN icon
Amazon
AMZN
+$1.06B
5
GE icon
GE Aerospace
GE
+$702M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.1%
3 Technology 13.07%
4 Consumer Discretionary 9.95%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
$2.15M ﹤0.01%
14,009
-4
2302
$2.13M ﹤0.01%
+532,800
2303
$2.12M ﹤0.01%
338,769
-12,500
2304
$2.12M ﹤0.01%
59,000
+2,600
2305
$2.12M ﹤0.01%
+376,312
2306
$2.1M ﹤0.01%
+102,271
2307
$2.09M ﹤0.01%
637,770
-68,429
2308
$2.04M ﹤0.01%
35,144
-966
2309
$2.03M ﹤0.01%
28,042
+1,305
2310
$2.01M ﹤0.01%
630,868
+164,223
2311
$2.01M ﹤0.01%
111,200
-704,881
2312
$2.01M ﹤0.01%
148,568
-61,100
2313
$1.99M ﹤0.01%
40,620
-24,104
2314
$1.99M ﹤0.01%
12,106
+1,316
2315
$1.98M ﹤0.01%
2,996,600
-230,000
2316
$1.97M ﹤0.01%
527
-19
2317
$1.97M ﹤0.01%
19,100
2318
$1.94M ﹤0.01%
365,685
2319
$1.94M ﹤0.01%
113,057
+37,027
2320
$1.91M ﹤0.01%
53,800
-54,300
2321
$1.9M ﹤0.01%
16,233
-5,549
2322
$1.9M ﹤0.01%
34,000
2323
$1.89M ﹤0.01%
128,185
+3,100
2324
$1.89M ﹤0.01%
80,134
-136,566
2325
$1.88M ﹤0.01%
614,704
-33,562
91 92
93
94 95