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 Quarter Est. Return
1 Year Est. Return
+37.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$611B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,584
New
Increased
Reduced
Closed

Top Buys

1
+$16.3B
2
+$12.3B
3
+$7.7B
4
KO icon
Coca-Cola
KO
+$6.15B
5
GILD icon
Gilead Sciences
GILD
+$5.8B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.52%
2 Healthcare 13.77%
3 Technology 12.63%
4 Consumer Discretionary 11.63%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$616M 0.1%
+42,951,904
227
$613M 0.1%
+20,710,331
228
$612M 0.1%
+10,396,041
229
$612M 0.1%
+17,834,365
230
$611M 0.1%
+4,528,689
231
$610M 0.1%
+7,712,822
232
$607M 0.1%
+9,127,505
233
$606M 0.1%
+12,390,346
234
$605M 0.1%
+4,185,209
235
$602M 0.1%
+40,634,733
236
$598M 0.1%
+73,231,648
237
$598M 0.1%
+34,925,794
238
$596M 0.1%
+2,636,556
239
$588M 0.1%
+14,570,198
240
$585M 0.1%
+14,138,107
241
$582M 0.1%
+20,280,594
242
$581M 0.1%
+14,564,333
243
$579M 0.09%
+30,958,723
244
$579M 0.09%
+9,267,732
245
$578M 0.09%
+20,824,661
246
$576M 0.09%
+7,743,802
247
$572M 0.09%
+18,189,841
248
$571M 0.09%
+18,260,412
249
$569M 0.09%
+17,068,589
250
$568M 0.09%
+8,407,433
8 9
10
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