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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$1.65B
2
+$1.58B
3
+$1.04B
4
MSFT icon
Microsoft
MSFT
+$910M
5
YHOO
Yahoo Inc
YHOO
+$696M

Top Sells

1
+$1.31B
2
+$1.31B
3
+$1.23B
4
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.22B
5
CMCSA icon
Comcast
CMCSA
+$1.2B

Sector Composition

1 Financials 14.87%
2 Healthcare 14.35%
3 Technology 12.87%
4 Consumer Discretionary 11.75%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$1.46M ﹤0.01%
50,886
+20,786
2327
$1.45M ﹤0.01%
40,100
2328
$1.45M ﹤0.01%
3,230
-38
2329
$1.45M ﹤0.01%
75,000
+22,528
2330
$1.44M ﹤0.01%
+41,041
2331
$1.44M ﹤0.01%
62,100
+27,200
2332
$1.41M ﹤0.01%
+134,550
2333
$1.41M ﹤0.01%
103,885
+28,885
2334
$1.36M ﹤0.01%
89,100
2335
$1.35M ﹤0.01%
129,493
+921
2336
$1.34M ﹤0.01%
70,869
2337
$1.33M ﹤0.01%
64,550
+4,360
2338
$1.3M ﹤0.01%
273,200
-36,400
2339
$1.28M ﹤0.01%
550,600
-2,844,157
2340
$1.27M ﹤0.01%
96,231
-72,725
2341
$1.27M ﹤0.01%
3,226,600
-254,900
2342
$1.27M ﹤0.01%
90,500
2343
$1.26M ﹤0.01%
41,352
2344
$1.26M ﹤0.01%
60,812
+22,526
2345
$1.25M ﹤0.01%
25,887
+2,050
2346
$1.25M ﹤0.01%
15,631,200
2347
$1.25M ﹤0.01%
7,953
-7,187
2348
$1.24M ﹤0.01%
12,237
+747
2349
$1.24M ﹤0.01%
74,885
-10,587
2350
$1.23M ﹤0.01%
54,000
-105,000
92 93
94
95 96