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
$805B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,784
New
Increased
Reduced
Closed

Top Buys

1
+$1.17B
2
+$1.06B
3
+$886M
4
BDX icon
Becton Dickinson
BDX
+$857M
5
CTSH icon
Cognizant
CTSH
+$748M

Top Sells

1
+$1.13B
2
+$1.12B
3
+$957M
4
NXPI icon
NXP Semiconductors
NXPI
+$776M
5
CMG icon
Chipotle Mexican Grill
CMG
+$751M

Sector Composition

1 Technology 16.41%
2 Financials 16.28%
3 Healthcare 14.03%
4 Communication Services 10.88%
5 Consumer Discretionary 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$188M 0.02%
5,600,747
+266,334
702
$188M 0.02%
217,269
-21,920
703
$187M 0.02%
19,882,345
+1,396,346
704
$187M 0.02%
8,367,081
+3,537,745
705
$187M 0.02%
7,051,274
-1,165,530
706
$186M 0.02%
5,195,293
-331,383
707
$186M 0.02%
2,808,967
+366,537
708
$186M 0.02%
6,842,746
-639,274
709
$185M 0.02%
3,062,543
-2,251,038
710
$182M 0.02%
14,834,771
-665,741
711
$182M 0.02%
2,608,458
+161,364
712
$182M 0.02%
2,461,813
+444,694
713
$182M 0.02%
2,815,547
-413,892
714
$180M 0.02%
7,486,038
-1,267,053
715
$180M 0.02%
32,793,760
-4,422,990
716
$180M 0.02%
3,990,056
+2,308
717
$180M 0.02%
3,239,067
+232,139
718
$179M 0.02%
2,753,936
-537,342
719
$178M 0.02%
3,297,410
-64,386
720
$178M 0.02%
1,126,930
-13,258
721
$178M 0.02%
4,658,803
-729,224
722
$178M 0.02%
2,278,978
+124,854
723
$177M 0.02%
1,621,577
-1,050,244
724
$177M 0.02%
9,824,830
+795,622
725
$177M 0.02%
6,732,588
+120,892
27 28
29
30 31