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
$785B
AUM Growth
+$16.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.28B
3
+$1.23B
4
BIIB icon
Biogen
BIIB
+$951M
5
AMZN icon
Amazon
AMZN
+$875M

Top Sells

1
+$2.2B
2
+$1.78B
3
+$1.21B
4
AXP icon
American Express
AXP
+$1.09B
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.02B

Sector Composition

1 Healthcare 18.76%
2 Financials 14.44%
3 Technology 13.96%
4 Consumer Discretionary 10.8%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$146M 0.02%
5,939,244
-5,271
852
$146M 0.02%
2,164,109
-51,785
853
$146M 0.02%
4,119,714
+576,808
854
$145M 0.02%
3,406,769
+329,641
855
$145M 0.02%
2,637,250
+377,726
856
$145M 0.02%
1,811,626
+109,251
857
$145M 0.02%
2,442,629
+142,415
858
$144M 0.02%
3,327,062
+1,266,314
859
$144M 0.02%
7,466,563
+250,855
860
$143M 0.02%
1,835,148
-18,451
861
$143M 0.02%
2,047,370
-1,000,720
862
$143M 0.02%
2,440,948
+330,798
863
$143M 0.02%
4,037,256
+498,600
864
$143M 0.02%
3,000,470
-413,692
865
$142M 0.02%
4,332,470
+18,800
866
$142M 0.02%
11,301,742
-1,746,142
867
$141M 0.02%
1,207,654
-115,535
868
$141M 0.02%
5,819,542
-4,396,298
869
$141M 0.02%
9,037,902
-2,785,004
870
$141M 0.02%
656,340
-272,323
871
$141M 0.02%
3,041,271
+321,770
872
$141M 0.02%
1,823,189
-117,886
873
$141M 0.02%
24,421,931
+860,643
874
$140M 0.02%
1,382
+489
875
$140M 0.02%
3,207,338
-1,050,462
33 34
35
36 37