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
851
$147M 0.02%
927,043
+255,151
852
$146M 0.02%
1,551,756
-144,766
853
$146M 0.02%
2,280,755
+31,273
854
$146M 0.02%
356,948
+11,654
855
$145M 0.02%
3,243,668
-2,002,137
856
$145M 0.02%
2,689,736
-81,960
857
$145M 0.02%
3,225,496
-1,628,240
858
$145M 0.02%
4,593,000
-2,536,850
859
$144M 0.02%
8,181,421
+2,080,139
860
$144M 0.02%
9,644,931
-1,203,089
861
$144M 0.02%
4,467,047
+132,304
862
$144M 0.02%
2,040,371
+45,528
863
$144M 0.02%
3,290,320
+289,850
864
$144M 0.02%
6,740,930
+462,615
865
$144M 0.02%
2,572,695
-1,720,545
866
$143M 0.02%
2,640,867
-655,500
867
$143M 0.02%
4,215,270
-46,388
868
$143M 0.02%
1,949,234
-214,875
869
$143M 0.02%
3,593,800
870
$143M 0.02%
7,242,699
+331,283
871
$142M 0.02%
1,130,960
-610,136
872
$142M 0.02%
5,105,083
+345,596
873
$142M 0.02%
2,545,809
+97,541
874
$142M 0.02%
8,665,000
875
$142M 0.02%
5,356,800
+1,127,200
33 34
35
36 37