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
$785B
AUM Growth
+$16.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.28B
3
+$1.23B
4
BIIB icon
Biogen
BIIB
+$951M
5
AMZN icon
Amazon
AMZN
+$875M

Top Sells

1
+$2.2B
2
+$1.78B
3
+$1.21B
4
AXP icon
American Express
AXP
+$1.09B
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.02B

Sector Composition

1 Healthcare 18.76%
2 Financials 14.44%
3 Technology 13.96%
4 Consumer Discretionary 10.8%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$454M 0.06%
19,435,073
-64,534
377
$454M 0.06%
13,982,343
-387,650
378
$452M 0.06%
10,542,121
+1,770,646
379
$452M 0.06%
9,209,414
-169,829
380
$452M 0.06%
12,949,261
-1,145,702
381
$451M 0.06%
6,752,896
+281,336
382
$450M 0.06%
13,695,078
-1,002,068
383
$448M 0.06%
18,698,118
+94,230
384
$444M 0.06%
6,722,291
+826,200
385
$444M 0.06%
5,211,968
-3,392,665
386
$443M 0.06%
8,933,481
+847,773
387
$442M 0.06%
4,741,637
+13,521
388
$441M 0.06%
23,265,978
-5,574,168
389
$440M 0.06%
10,069,662
-4,478,604
390
$438M 0.06%
4,958,982
+1,955,066
391
$432M 0.06%
8,764,906
+808,188
392
$425M 0.05%
4,666,766
+205,733
393
$422M 0.05%
7,381,141
+237,487
394
$422M 0.05%
1,623,940
+91,236
395
$421M 0.05%
18,642,467
-12,164,553
396
$420M 0.05%
6,820,677
-4,527
397
$419M 0.05%
12,095,457
+210,325
398
$419M 0.05%
6,583,193
-2,212,559
399
$417M 0.05%
5,880,471
-1,112,655
400
$416M 0.05%
3,446,137
+76,916
14 15
16
17 18