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
$989B
AUM Growth
+$79.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,229
New
Increased
Reduced
Closed

Top Buys

1
+$2.51B
2
+$932M
3
+$785M
4
HOLX icon
Hologic
HOLX
+$774M
5
LOW icon
Lowe's Companies
LOW
+$757M

Top Sells

1
+$4.24B
2
+$3.4B
3
+$1.4B
4
ADBE icon
Adobe
ADBE
+$1.23B
5
V icon
Visa
V
+$1.2B

Sector Composition

1 Technology 27.4%
2 Healthcare 15.49%
3 Consumer Discretionary 14.52%
4 Financials 10.43%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$517M 0.05%
2,790,062
+67,820
327
$517M 0.05%
6,311,119
+2,478,089
328
$516M 0.05%
9,358,250
+624,910
329
$514M 0.05%
12,145,028
-5,308,799
330
$511M 0.05%
24,435,800
+1,052,716
331
$509M 0.05%
11,447,406
+62,096
332
$509M 0.05%
10,464,921
+6,537,492
333
$508M 0.05%
6,793,039
+2,201,644
334
$507M 0.05%
20,296,886
-1,014,818
335
$504M 0.05%
5,371,790
+318,543
336
$501M 0.05%
12,348,440
+1,226,937
337
$496M 0.05%
9,762,293
-162,241
338
$494M 0.05%
8,160,583
+924,510
339
$493M 0.05%
6,409,878
-1,410,361
340
$491M 0.05%
5,033,402
+763,552
341
$490M 0.05%
11,778,673
+570,662
342
$489M 0.05%
15,222,106
+288,225
343
$488M 0.05%
4,698,030
-186,665
344
$487M 0.05%
7,710,225
-4,892,313
345
$486M 0.05%
4,555,986
-348,750
346
$479M 0.05%
4,904,421
-217,488
347
$478M 0.05%
12,667,537
+4,206,665
348
$477M 0.05%
9,684,954
+1,887,318
349
$477M 0.05%
7,796,140
+8,468
350
$476M 0.05%
538,631
+208,240
12 13
14
15 16