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
$751B
AUM Growth
+$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,805
New
Increased
Reduced
Closed

Top Buys

1
+$2.94B
2
+$1.82B
3
+$1.24B
4
AGN
Allergan plc
AGN
+$751M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$746M

Top Sells

1
+$1.92B
2
+$1.58B
3
+$1.56B
4
MCD icon
McDonald's
MCD
+$946M
5
MDVN
MEDIVATION, INC.
MDVN
+$936M

Sector Composition

1 Healthcare 15.65%
2 Technology 15.09%
3 Financials 13.7%
4 Consumer Discretionary 11.79%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96B 0.53%
252,868,414
-7,203,123
27
$3.85B 0.51%
27,092,955
-4,108,158
28
$3.83B 0.51%
222,231,670
+24,385,420
29
$3.83B 0.51%
35,265,726
-1,076,721
30
$3.77B 0.5%
42,052,666
-5,334,924
31
$3.71B 0.49%
29,559,255
-1,021,181
32
$3.67B 0.49%
9,134,350
-282,486
33
$3.61B 0.48%
45,593,921
-24,318,779
34
$3.49B 0.46%
39,197,790
-4,912,761
35
$3.43B 0.46%
65,152,702
-8,038,954
36
$3.42B 0.46%
14,854,252
+3,260,354
37
$3.26B 0.43%
102,789,822
+3,601,104
38
$3.25B 0.43%
43,887,103
-1,415,483
39
$3.14B 0.42%
84,112,618
-7,977,414
40
$3.11B 0.41%
73,489,567
-17,236,946
41
$3.11B 0.41%
67,556,087
-794,371
42
$3.04B 0.41%
24,829,781
+6,083,986
43
$3.04B 0.41%
9,718,551
-1,723,597
44
$2.93B 0.39%
68,215,166
-6,062,105
45
$2.88B 0.38%
93,751,537
-13,447,007
46
$2.84B 0.38%
30,568,628
-5,739,740
47
$2.84B 0.38%
85,516,286
+7,197,618
48
$2.81B 0.37%
32,951,977
+3,144,570
49
$2.65B 0.35%
1,799,229
-92,589
50
$2.58B 0.34%
158,693,768
+433,492
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