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
601
$225M 0.03%
6,402,807
+2,321,560
602
$225M 0.03%
7,680,711
+585,089
603
$225M 0.03%
4,770,257
+156,377
604
$224M 0.03%
5,363,230
+151,533
605
$223M 0.03%
2,686,964
-350,255
606
$223M 0.03%
8,368,702
-289,299
607
$222M 0.03%
5,188,850
-469,243
608
$222M 0.03%
5,917,447
-9,426,822
609
$222M 0.03%
4,164,483
-294,715
610
$222M 0.03%
6,695,577
+3,261,247
611
$222M 0.03%
20,307,102
+53,800
612
$221M 0.03%
917,755
+38,700
613
$220M 0.03%
4,711,015
-167,122
614
$220M 0.03%
6,094,122
-259,180
615
$220M 0.03%
3,137,220
-544,400
616
$219M 0.03%
3,017,057
-1,656,962
617
$219M 0.03%
80,637,991
-6,793,833
618
$219M 0.03%
5,862,450
+271,243
619
$218M 0.03%
5,791,103
-4,134,246
620
$218M 0.03%
2,577,521
-2,816,539
621
$217M 0.03%
2,351,398
+1,984,018
622
$216M 0.03%
11,491,108
-122,324
623
$216M 0.03%
5,383,448
+791,296
624
$214M 0.03%
6,904,590
+705,875
625
$213M 0.03%
2,189,300
+944,400
23 24
25
26 27