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
$702B
AUM Growth
-$77.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$1.4B
2
+$922M
3
+$901M
4
AMZN icon
Amazon
AMZN
+$661M
5
EA icon
Electronic Arts
EA
+$620M

Top Sells

1
+$1.51B
2
+$1.47B
3
+$1.28B
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.27B
5
FDX icon
FedEx
FDX
+$1.18B

Sector Composition

1 Healthcare 18.04%
2 Financials 15.32%
3 Technology 13.95%
4 Consumer Discretionary 12.27%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$227M 0.03%
7,072,871
+2,169,236
577
$226M 0.03%
9,770,105
+44,424
578
$226M 0.03%
14,883,013
-329,500
579
$226M 0.03%
2,460,479
+26,305
580
$225M 0.03%
30,372,233
-86,177
581
$223M 0.03%
3,411,109
-309,218
582
$223M 0.03%
3,015,004
-2,110,321
583
$222M 0.03%
4,638,268
-3,117,881
584
$222M 0.03%
9,330,422
-864,395
585
$222M 0.03%
1,053,773
-21,700
586
$221M 0.03%
4,288,574
-1,259,160
587
$221M 0.03%
3,502,500
+381,500
588
$221M 0.03%
234,466
+4,667
589
$220M 0.03%
5,182,051
+1,057,304
590
$219M 0.03%
10,616,248
+2,248,500
591
$219M 0.03%
9,280,480
-208,100
592
$218M 0.03%
8,946,082
-13,211,482
593
$218M 0.03%
4,354,949
-370,337
594
$216M 0.03%
1,904,345
+85,700
595
$215M 0.03%
4,219,824
-54,539
596
$215M 0.03%
4,377,099
-472,613
597
$215M 0.03%
3,973,059
-1,227,494
598
$214M 0.03%
12,115,348
-2,759,100
599
$214M 0.03%
2,890,134
-80,000
600
$214M 0.03%
3,502,400
22 23
24
25 26