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
$780B
AUM Growth
-$4.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,915
New
Increased
Reduced
Closed

Top Buys

1
+$2.1B
2
+$703M
3
+$679M
4
AMZN icon
Amazon
AMZN
+$612M
5
EMC
EMC CORPORATION
EMC
+$609M

Top Sells

1
+$1.59B
2
+$971M
3
+$887M
4
UNP icon
Union Pacific
UNP
+$870M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$856M

Sector Composition

1 Healthcare 19.28%
2 Financials 15.23%
3 Technology 14.11%
4 Consumer Discretionary 11.07%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$171M 0.02%
5,247,307
-254,167
777
$171M 0.02%
2,768,650
+327,702
778
$170M 0.02%
4,124,747
+1,594,813
779
$170M 0.02%
2,815,873
+1,244,396
780
$170M 0.02%
3,167,348
+297,168
781
$169M 0.02%
5,430,348
-1,353,205
782
$169M 0.02%
2,430,419
-12,210
783
$169M 0.02%
2,401,627
+190,422
784
$169M 0.02%
7,853,012
-1,082,198
785
$168M 0.02%
8,367,748
+3,942,039
786
$168M 0.02%
6,282,833
-640,246
787
$168M 0.02%
7,110,213
+1,170,969
788
$168M 0.02%
8,066,116
+2,350,549
789
$168M 0.02%
5,245,175
+5,912
790
$167M 0.02%
6,636,028
+471,363
791
$167M 0.02%
14,028,404
+266,990
792
$167M 0.02%
6,702,618
+3,829,263
793
$165M 0.02%
1,588,406
+871,426
794
$165M 0.02%
3,304,659
-727,780
795
$165M 0.02%
+5,172,100
796
$165M 0.02%
6,217,764
+3,252,572
797
$165M 0.02%
2,784,360
-98,100
798
$164M 0.02%
4,846,105
+726,391
799
$164M 0.02%
1,210,143
+586,964
800
$163M 0.02%
6,289,369
-3,059,628
30 31
32
33 34