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
2326
$1.67M ﹤0.01%
84,476
2327
$1.66M ﹤0.01%
76,200
-84,500
2328
$1.65M ﹤0.01%
113,361
-95,200
2329
$1.65M ﹤0.01%
+32,500
2330
$1.64M ﹤0.01%
163,256
2331
$1.64M ﹤0.01%
173,763
2332
$1.64M ﹤0.01%
802,029
-1,391,217
2333
$1.63M ﹤0.01%
92,100
-73,788
2334
– –
0
2335
$1.63M ﹤0.01%
47,240
+6,700
2336
$1.62M ﹤0.01%
212,081
-3,900
2337
$1.6M ﹤0.01%
1,188,976
+42,476
2338
$1.6M ﹤0.01%
+46,000
2339
$1.57M ﹤0.01%
25,274
+823
2340
$1.57M ﹤0.01%
+45,200
2341
$1.51M ﹤0.01%
3,741
2342
$1.5M ﹤0.01%
46,831
+13,531
2343
$1.49M ﹤0.01%
81,341
+28,990
2344
$1.45M ﹤0.01%
+120,000
2345
$1.45M ﹤0.01%
+26,700
2346
$1.44M ﹤0.01%
38,150
2347
$1.43M ﹤0.01%
518,000
-6,354,000
2348
$1.43M ﹤0.01%
26,074
-12,266
2349
$1.42M ﹤0.01%
537,038
2350
$1.41M ﹤0.01%
93,064
-4,628
92 93
94
95 96