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
$751B
AUM Growth
+$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,805
New
Increased
Reduced
Closed

Top Buys

1
+$2.94B
2
+$1.82B
3
+$1.24B
4
AGN
Allergan plc
AGN
+$751M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$746M

Top Sells

1
+$1.92B
2
+$1.58B
3
+$1.56B
4
MCD icon
McDonald's
MCD
+$946M
5
MDVN
MEDIVATION, INC.
MDVN
+$936M

Sector Composition

1 Healthcare 15.65%
2 Technology 15.09%
3 Financials 13.7%
4 Consumer Discretionary 11.79%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57B 0.34%
9,506,910
+941,946
52
$2.53B 0.34%
28,550,801
-2,370,147
53
$2.52B 0.34%
46,823,172
-9,977,810
54
$2.48B 0.33%
55,905,705
-1,662,659
55
$2.47B 0.33%
23,385,499
+388,031
56
$2.45B 0.33%
88,170,427
-678,343
57
$2.44B 0.33%
21,559,980
-191,480
58
$2.43B 0.32%
78,921,494
+16,338,119
59
$2.39B 0.32%
97,837,656
-2,302,596
60
$2.35B 0.31%
16,268,685
-215,187
61
$2.33B 0.31%
3,029,757
-426,804
62
$2.32B 0.31%
36,282,093
+1,345,737
63
$2.32B 0.31%
36,012,977
-191,903
64
$2.29B 0.3%
29,074,937
-6,392,035
65
$2.27B 0.3%
23,442,848
+2,398,363
66
$2.27B 0.3%
22,224,864
-349,089
67
$2.15B 0.29%
41,355,359
+109,591
68
$2.14B 0.28%
30,782,039
-22,761,538
69
$2.13B 0.28%
49,028,387
+7,478,544
70
$2.11B 0.28%
16,691,711
-6,712
71
$2.05B 0.27%
25,407,558
+5,691,096
72
$2.03B 0.27%
32,040,879
+5,808,786
73
$2.01B 0.27%
9,714,292
+737,096
74
$2B 0.27%
22,937,743
+710,639
75
$1.99B 0.27%
19,062,324
-8,688,747
1 2
3
4 5