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
26
$4.07B 0.52%
49,656,165
-9,489,017
27
$4.06B 0.52%
80,908,844
+1,799,860
28
$4.02B 0.51%
92,000,242
+687,782
29
$4.01B 0.51%
34,799,579
+3,539,084
30
$3.83B 0.49%
109,468,394
-6,655,254
31
$3.59B 0.46%
62,994,633
+45,553
32
$3.51B 0.45%
124,349,954
-23,383,066
33
$3.5B 0.45%
32,339,929
-5,903,111
34
$3.49B 0.45%
56,075,660
+9,032,830
35
$3.48B 0.44%
196,140,491
-2,832,986
36
$3.42B 0.44%
28,761,411
+2,683,846
37
$3.41B 0.43%
19,676,917
-2,468,340
38
$3.33B 0.42%
29,338,897
+1,217,530
39
$3.23B 0.41%
74,892,592
+10,351,426
40
$3.18B 0.4%
65,305,164
-5,744,217
41
$3.11B 0.4%
113,160,731
-12,181,980
42
$3.09B 0.39%
13,648,728
+105,641
43
$3.09B 0.39%
44,521,096
+1,915,856
44
$2.95B 0.38%
45,674,498
+841,201
45
$2.82B 0.36%
69,548,585
-17,256,519
46
$2.81B 0.36%
2,415,004
+190,976
47
$2.71B 0.35%
6,010,670
-676,422
48
$2.66B 0.34%
16,095,204
+484,643
49
$2.65B 0.34%
7,237,592
+373,052
50
$2.59B 0.33%
175,482,176
+8,612,272
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