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
$989B
AUM Growth
+$79.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,229
New
Increased
Reduced
Closed

Top Buys

1
+$2.51B
2
+$932M
3
+$785M
4
HOLX icon
Hologic
HOLX
+$774M
5
LOW icon
Lowe's Companies
LOW
+$757M

Top Sells

1
+$4.24B
2
+$3.4B
3
+$1.4B
4
ADBE icon
Adobe
ADBE
+$1.23B
5
V icon
Visa
V
+$1.2B

Sector Composition

1 Technology 27.4%
2 Healthcare 15.49%
3 Consumer Discretionary 14.52%
4 Financials 10.43%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$252M 0.03%
1,210,647
-288,278
552
$252M 0.03%
16,381,781
-1,307,755
553
$251M 0.03%
2,099,135
-779,260
554
$251M 0.03%
22,111,309
+5,452,873
555
$249M 0.03%
9,249,917
-586,337
556
$249M 0.03%
10,836,285
+883,191
557
$249M 0.03%
3,045,542
+2,142,363
558
$249M 0.03%
1,424,690
-209,897
559
$248M 0.03%
1,990,247
-158,679
560
$247M 0.03%
8,462,399
-248,336
561
$247M 0.03%
1,118,670
-324,008
562
$246M 0.02%
1,907,423
+1,102,700
563
$246M 0.02%
6,284,368
-377,548
564
$245M 0.02%
12,478,275
-417,975
565
$243M 0.02%
7,089,835
+26,362
566
$243M 0.02%
27,389,093
-1,313,390
567
$243M 0.02%
5,741,117
-33,033
568
$242M 0.02%
128,336
+8,731
569
$242M 0.02%
8,638,422
-2,492,776
570
$240M 0.02%
9,134,012
-2,889,536
571
$239M 0.02%
4,689,827
+2,137,610
572
$239M 0.02%
9,380,329
-2,042,868
573
$238M 0.02%
3,891,442
+2,768,896
574
$237M 0.02%
4,574,052
-858,971
575
$236M 0.02%
12,996,755
+37
21 22
23
24 25