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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.65B
2
+$2.63B
3
+$1.47B
4
PRGO icon
Perrigo
PRGO
+$1.45B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.07B

Top Sells

1
+$1.77B
2
+$1.39B
3
+$1.25B
4
AMZN icon
Amazon
AMZN
+$959M
5
GE icon
GE Aerospace
GE
+$705M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.34%
3 Technology 13.12%
4 Consumer Discretionary 9.95%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$252M 0.04%
3,167,932
-43,870
552
$251M 0.03%
4,030,528
+1,546,185
553
$251M 0.03%
5,109,847
-886,573
554
$251M 0.03%
6,507,156
+153,498
555
$249M 0.03%
9,089,212
+2,403,305
556
$249M 0.03%
20,223,648
-5,412,504
557
$248M 0.03%
4,129,755
-81,071
558
$248M 0.03%
7,232,540
+530,200
559
$248M 0.03%
2,474,565
-377,195
560
$247M 0.03%
44,326,034
-1,214,086
561
$246M 0.03%
2,748,418
-50,000
562
$246M 0.03%
11,233,466
-4,176,957
563
$245M 0.03%
5,444,385
+109,647
564
$245M 0.03%
12,291,537
+6,884,435
565
$245M 0.03%
9,901,036
+1,553,520
566
$245M 0.03%
1,498,207
+146,932
567
$244M 0.03%
3,361,351
+370,300
568
$244M 0.03%
6,763,632
+699,090
569
$244M 0.03%
23,601,686
+5,833,589
570
$239M 0.03%
13,415,525
-1,315,899
571
$239M 0.03%
2,293,085
-574,538
572
$238M 0.03%
14,123,548
-288,300
573
$238M 0.03%
4,840,550
+2,134,100
574
$238M 0.03%
2,230,201
-453,478
575
$237M 0.03%
10,156,490
21 22
23
24 25