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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$2.13B
2
+$1.75B
3
+$1.08B
4
MSFT icon
Microsoft
MSFT
+$922M
5
YHOO
Yahoo Inc
YHOO
+$816M

Top Sells

1
+$1.41B
2
+$1.31B
3
+$1.26B
4
CMCSA icon
Comcast
CMCSA
+$1.24B
5
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.2B

Sector Composition

1 Financials 15.19%
2 Healthcare 14.35%
3 Technology 12.92%
4 Consumer Discretionary 11.75%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$280M 0.04%
6,496,134
+1,181,292
477
$280M 0.04%
6,789,247
-259,531
478
$278M 0.04%
6,400,230
479
$278M 0.04%
25,431,298
+302,960
480
$277M 0.04%
3,888,708
+541,088
481
$277M 0.04%
5,377,046
+55,700
482
$276M 0.04%
330,439
-91,678
483
$276M 0.04%
3,457,094
-843,570
484
$274M 0.04%
32,214,720
+4,311,345
485
$274M 0.04%
51,607,750
+787,058
486
$273M 0.04%
10,703,800
+864,400
487
$273M 0.04%
4,098,971
-376,909
488
$272M 0.04%
6,450,522
+253,255
489
$271M 0.04%
3,084,963
-247,829
490
$270M 0.04%
4,442,108
+2,346
491
$269M 0.04%
4,526,133
-4,436,889
492
$268M 0.04%
1,930,759
+519,775
493
$267M 0.04%
7,802,074
-245,405
494
$267M 0.04%
61,808,950
-13,383,470
495
$266M 0.04%
5,305,272
+110,588
496
$262M 0.04%
3,851,173
+1,504,352
497
$262M 0.04%
13,792,653
-100,200
498
$261M 0.04%
4,483,629
+785,254
499
$260M 0.04%
2,615,898
-280,371
500
$260M 0.04%
15,763,926
-20,400,938
18 19
20
21 22