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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.31B
2
+$2.61B
3
+$1.5B
4
PRGO icon
Perrigo
PRGO
+$1.48B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13B

Top Sells

1
+$1.76B
2
+$1.46B
3
+$1.32B
4
AMZN icon
Amazon
AMZN
+$1.06B
5
GE icon
GE Aerospace
GE
+$702M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.1%
3 Technology 13.07%
4 Consumer Discretionary 9.95%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
$812K ﹤0.01%
19,658
+6,564
2427
$808K ﹤0.01%
+5,385
2428
$801K ﹤0.01%
20,817
-12,585
2429
$783K ﹤0.01%
46,100
-57,000
2430
$776K ﹤0.01%
26,600
-188,448
2431
$773K ﹤0.01%
34,800
+700
2432
$770K ﹤0.01%
20,144
+3,548
2433
$768K ﹤0.01%
137,000
2434
$766K ﹤0.01%
76,053
2435
$741K ﹤0.01%
58,500
+1,200
2436
$740K ﹤0.01%
+65,000
2437
$732K ﹤0.01%
+31,038
2438
$722K ﹤0.01%
+54,670
2439
$719K ﹤0.01%
15,631,200
2440
$713K ﹤0.01%
375,000
2441
$706K ﹤0.01%
21,650
-2,369
2442
$706K ﹤0.01%
361,500
-35,000
2443
$701K ﹤0.01%
8,264
+557
2444
$700K ﹤0.01%
5,988
+1,286
2445
$696K ﹤0.01%
+20,000
2446
$694K ﹤0.01%
37,800
+700
2447
$693K ﹤0.01%
+35,700
2448
$690K ﹤0.01%
14,896
2449
$683K ﹤0.01%
+65,000
2450
$677K ﹤0.01%
18,710
-9,317
96 97
98
99 100