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
$746B
AUM Growth
+$25.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1
+$1.58B
2
+$1.44B
3
+$1.07B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$874M
5
JNJ icon
Johnson & Johnson
JNJ
+$833M

Top Sells

1
+$3.73B
2
+$1.5B
3
+$1.21B
4
BHC icon
Bausch Health
BHC
+$1.1B
5
YHOO
Yahoo Inc
YHOO
+$999M

Sector Composition

1 Healthcare 14.86%
2 Financials 14.6%
3 Technology 13.43%
4 Consumer Discretionary 9.44%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$451M 0.06%
10,178,052
-375,736
352
$451M 0.06%
7,768,790
-165,894
353
$450M 0.06%
7,206,882
+503,039
354
$446M 0.06%
2,979,180
+1,194,394
355
$445M 0.06%
8,780,938
-301,426
356
$445M 0.06%
2,929,825
+1,101,362
357
$445M 0.06%
4,740,329
+4,004,494
358
$445M 0.06%
6,000,070
+553,074
359
$445M 0.06%
5,521,005
+1,264,669
360
$444M 0.06%
5,597,084
+3,201,062
361
$443M 0.06%
9,766,334
-627,287
362
$440M 0.06%
18,256
+4,106
363
$437M 0.06%
8,978,713
+1,207,210
364
$437M 0.06%
5,056,743
-943,929
365
$434M 0.06%
11,432,658
-472,392
366
$430M 0.06%
22,714,018
+3,236,958
367
$429M 0.06%
9,937,059
+144,963
368
$427M 0.06%
11,718,962
+459,268
369
$427M 0.06%
15,294,870
-2,701,425
370
$427M 0.06%
1,739,102
-36,511
371
$425M 0.06%
3,330,357
-151,791
372
$424M 0.06%
5,372,711
-124,360
373
$423M 0.06%
27,380,517
-1,814,725
374
$423M 0.06%
5,913,874
+66,511
375
$421M 0.06%
6,313,192
-276,060
13 14
15
16 17