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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.6B
2
+$1.52B
3
+$1.29B
4
FDX icon
FedEx
FDX
+$1.13B
5
CVX icon
Chevron
CVX
+$908M

Top Sells

1
+$1.16B
2
+$1.05B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$707M
5
AAPL icon
Apple
AAPL
+$672M

Sector Composition

1 Financials 15.84%
2 Healthcare 14.13%
3 Technology 12.81%
4 Consumer Discretionary 11.18%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$241M 0.03%
12,981,814
-3,918,002
552
$240M 0.03%
3,105,236
+677,942
553
$240M 0.03%
5,021,018
+331,184
554
$240M 0.03%
4,086,000
555
$239M 0.03%
11,504,319
-1,044,796
556
$239M 0.03%
13,738,351
+1,276,300
557
$238M 0.03%
8,302,883
-425,500
558
$238M 0.03%
4,888,607
-79,203
559
$238M 0.03%
4,806,823
+10,140
560
$237M 0.03%
68,758,851
-17,871,178
561
$237M 0.03%
10,156,490
+63,600
562
$235M 0.03%
14,231,160
-219,646
563
$235M 0.03%
21,288,660
+6,921,000
564
$234M 0.03%
1,630,653
+100,255
565
$234M 0.03%
12,584
-169
566
$233M 0.03%
3,117,663
+32,700
567
$233M 0.03%
6,064,542
+3,061,046
568
$233M 0.03%
4,726,720
+825,137
569
$233M 0.03%
4,459,198
-2,324,659
570
$233M 0.03%
6,267,100
-323,157
571
$232M 0.03%
45,540,120
-6,067,630
572
$232M 0.03%
4,694,313
+4,594,313
573
$232M 0.03%
3,494,675
-253,019
574
$231M 0.03%
2,456,910
-332,053
575
$231M 0.03%
4,831,647
+1,196,650
21 22
23
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