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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.55B
2
+$1.35B
3
+$1.19B
4
FDX icon
FedEx
FDX
+$1.04B
5
CVX icon
Chevron
CVX
+$879M

Top Sells

1
+$1.16B
2
+$1.01B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$799M
5
AAPL icon
Apple
AAPL
+$633M

Sector Composition

1 Financials 15.61%
2 Healthcare 14.13%
3 Technology 12.77%
4 Consumer Discretionary 11.18%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$796K ﹤0.01%
46,500
-3,500
2402
$790K ﹤0.01%
31,596
+5,176
2403
$781K ﹤0.01%
1,953
+879
2404
$751K ﹤0.01%
536,075
-323
2405
$743K ﹤0.01%
+128,570
2406
$742K ﹤0.01%
488,333
2407
$738K ﹤0.01%
47,300
-8,300
2408
$717K ﹤0.01%
37,100
-11,000
2409
$694K ﹤0.01%
14,900
-117,200
2410
$693K ﹤0.01%
+15,087
2411
$692K ﹤0.01%
57,300
-16,900
2412
$690K ﹤0.01%
7,091
+684
2413
$682K ﹤0.01%
+77,000
2414
$669K ﹤0.01%
34,100
-10,100
2415
$665K ﹤0.01%
28,536
-821,763
2416
$661K ﹤0.01%
396,500
+61,500
2417
$659K ﹤0.01%
11,338
+2,680
2418
$659K ﹤0.01%
49,900
-14,800
2419
$655K ﹤0.01%
50,357
2420
$654K ﹤0.01%
+200,000
2421
$653K ﹤0.01%
+10,300
2422
$641K ﹤0.01%
13,902
-309
2423
$635K ﹤0.01%
7,707
+39
2424
$633K ﹤0.01%
+56,250
2425
$624K ﹤0.01%
16,596
+4,184
95 96
97
98 99