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
2301
$2.06M ﹤0.01%
+52,400
2302
$2.05M ﹤0.01%
70,195
+36,300
2303
$2.05M ﹤0.01%
859,065
-55,000
2304
$2.04M ﹤0.01%
+16,435
2305
$2.03M ﹤0.01%
452,626
-12,700
2306
$1.99M ﹤0.01%
60,972
+315
2307
$1.98M ﹤0.01%
123,130
-25,300
2308
$1.98M ﹤0.01%
934,050
+116,700
2309
$1.97M ﹤0.01%
271,061
-61,925
2310
$1.97M ﹤0.01%
83,394
-126,906
2311
$1.96M ﹤0.01%
+331,000
2312
$1.95M ﹤0.01%
81,500
-4,400
2313
$1.94M ﹤0.01%
26,700
+1,084
2314
$1.94M ﹤0.01%
+156,940
2315
$1.9M ﹤0.01%
84,576
-810
2316
$1.89M ﹤0.01%
92,220
+630
2317
$1.86M ﹤0.01%
115,900
2318
$1.82M ﹤0.01%
1,296
-8,555
2319
$1.82M ﹤0.01%
837,500
-367,200
2320
$1.81M ﹤0.01%
33,546
-134
2321
$1.8M ﹤0.01%
103,446
-697,274
2322
$1.79M ﹤0.01%
52,549
-491,418
2323
$1.77M ﹤0.01%
+36,200
2324
$1.74M ﹤0.01%
400,000
2325
$1.71M ﹤0.01%
276,321
+2,434
91 92
93
94 95