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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.6B
2
+$1.52B
3
+$1.29B
4
FDX icon
FedEx
FDX
+$1.13B
5
CVX icon
Chevron
CVX
+$908M

Top Sells

1
+$1.16B
2
+$1.05B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$707M
5
AAPL icon
Apple
AAPL
+$672M

Sector Composition

1 Financials 15.84%
2 Healthcare 14.13%
3 Technology 12.81%
4 Consumer Discretionary 11.18%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$154M 0.02%
11,522,654
-2,299,258
752
$154M 0.02%
8,623,560
+282,233
753
$154M 0.02%
9,599,752
+719,542
754
$153M 0.02%
4,656,225
+52,777
755
$153M 0.02%
2,618,338
+557,089
756
$153M 0.02%
2,443,529
-89,900
757
$153M 0.02%
3,632,900
+299,900
758
$153M 0.02%
3,523,300
+770,970
759
$153M 0.02%
10,866,120
-9,263,142
760
$152M 0.02%
15,534,536
-402,300
761
$152M 0.02%
2,706,183
+489,353
762
$152M 0.02%
+6,000,000
763
$152M 0.02%
17,724,248
+5,782,957
764
$150M 0.02%
18,214,339
-1,568,762
765
$150M 0.02%
1,961,796
+1,939
766
$149M 0.02%
3,520,876
-622,474
767
$149M 0.02%
10,661,977
+1,800,577
768
$149M 0.02%
4,677,303
-313,600
769
$149M 0.02%
6,686,661
-398,860
770
$149M 0.02%
5,587,500
+71,530
771
$149M 0.02%
134,445
+6,200
772
$148M 0.02%
1,499,000
+25,200
773
$148M 0.02%
11,078,531
+239,442
774
$148M 0.02%
4,000,383
-2,190,927
775
$148M 0.02%
8,964,310
+2,193,664
29 30
31
32 33