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
$611B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,584
New
Increased
Reduced
Closed

Top Buys

1
+$16.3B
2
+$12.3B
3
+$7.7B
4
KO icon
Coca-Cola
KO
+$6.15B
5
GILD icon
Gilead Sciences
GILD
+$5.8B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.52%
2 Healthcare 13.77%
3 Technology 12.63%
4 Consumer Discretionary 11.63%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$108M 0.02%
+2,156,431
877
$108M 0.02%
+7,311,285
878
$108M 0.02%
+2,024,971
879
$108M 0.02%
+3,068,735
880
$108M 0.02%
+4,760,613
881
$108M 0.02%
+3,510,700
882
$107M 0.02%
+2,025,371
883
$106M 0.02%
+9,879,051
884
$106M 0.02%
+4,586,231
885
$106M 0.02%
+2,068,019
886
$106M 0.02%
+173,798
887
$106M 0.02%
+6,151,420
888
$106M 0.02%
+2,299,565
889
$106M 0.02%
+2,576,882
890
$106M 0.02%
+4,754,993
891
$105M 0.02%
+26,661
892
$105M 0.02%
+3,032,406
893
$105M 0.02%
+1,279,692
894
$105M 0.02%
+3,003,200
895
$104M 0.02%
+5,200,000
896
$104M 0.02%
+1,918,463
897
$103M 0.02%
+2,280,686
898
$103M 0.02%
+17,923,129
899
$102M 0.02%
+3,331,401
900
$102M 0.02%
+3,868,197
34 35
36
37 38