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
$1.17T
AUM Growth
+$46.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,894
New
Increased
Reduced
Closed

Top Buys

1
+$1.33B
2
+$1.26B
3
+$1.26B
4
BAC icon
Bank of America
BAC
+$1.14B
5
BA icon
Boeing
BA
+$1.13B

Top Sells

1
+$3.47B
2
+$1.75B
3
+$1.44B
4
WMT icon
Walmart Inc
WMT
+$1.38B
5
V icon
Visa
V
+$1.37B

Sector Composition

1 Technology 25.45%
2 Healthcare 14.03%
3 Consumer Discretionary 13.87%
4 Financials 12.33%
5 Communication Services 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$2.19M ﹤0.01%
5,704
+2,500
2327
$2.18M ﹤0.01%
108,148
-1,800
2328
$2.14M ﹤0.01%
38,812
-934,658
2329
$2.13M ﹤0.01%
107,011
+87,234
2330
$2.12M ﹤0.01%
224,475
2331
$2.11M ﹤0.01%
90,259
2332
$2.1M ﹤0.01%
+9,028
2333
$2.1M ﹤0.01%
61,700
-196,900
2334
$2.07M ﹤0.01%
46,704
+28,036
2335
$2.07M ﹤0.01%
861,822
-78,800
2336
$2.05M ﹤0.01%
23,334
+2,728
2337
$2.03M ﹤0.01%
43,412
+2,712
2338
$2.02M ﹤0.01%
12,148
+12,133
2339
$2M ﹤0.01%
22,219
-37,333
2340
$2M ﹤0.01%
414,287
+11,149
2341
$2M ﹤0.01%
58,864
-700
2342
$1.99M ﹤0.01%
64,725
+838
2343
$1.98M ﹤0.01%
+103,858
2344
$1.98M ﹤0.01%
22,284
+143
2345
$1.94M ﹤0.01%
119,720
+2,472
2346
$1.94M ﹤0.01%
47,490
-147,346
2347
$1.94M ﹤0.01%
312,500
-187,500
2348
$1.91M ﹤0.01%
79,997
-10,678,662
2349
$1.91M ﹤0.01%
36,531
+35,971
2350
$1.88M ﹤0.01%
31,934
+1,579
92 93
94
95 96