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
651
$189M 0.02%
2,010,106
-1,819,228
652
$189M 0.02%
7,656,084
+450,780
653
$188M 0.02%
1,169,107
-167,142
654
$187M 0.02%
2,365,701
-1,078,323
655
$185M 0.02%
9,412,485
+1,341,719
656
$185M 0.02%
12,533,991
-3,628,707
657
$185M 0.02%
1,776,377
+236,666
658
$184M 0.02%
7,664,565
-409,991
659
$183M 0.02%
2,494,036
+704,642
660
$182M 0.02%
3,317,216
+719,063
661
$182M 0.02%
20,397,496
+1,043,611
662
$182M 0.02%
5,379,346
-74,178
663
$181M 0.02%
768,904
-509,277
664
$181M 0.02%
6,467,248
-11,444,741
665
$181M 0.02%
4,704,036
+45,239
666
$180M 0.02%
7,328,586
+356,674
667
$180M 0.02%
12,450,565
+387,896
668
$180M 0.02%
3,003,601
-365,296
669
$179M 0.02%
6,896,716
+523,212
670
$179M 0.02%
14,656,864
-1,019,571
671
$179M 0.02%
1,689,480
-1,428,625
672
$178M 0.02%
3,053,016
-27,003
673
$178M 0.02%
9,225,530
-1,086,187
674
$178M 0.02%
2,805,102
-330,600
675
$177M 0.02%
5,893,013
+199,139
25 26
27
28 29