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
876
$140M 0.02%
1,251,553
+140,607
877
$140M 0.02%
2,827,432
-75,800
878
$139M 0.02%
1,212,854
+1,210,724
879
$139M 0.02%
1,064,270
-5,704
880
$139M 0.02%
2,005,625
+606,825
881
$138M 0.02%
3,189,454
+2,666,233
882
$138M 0.02%
2,913,318
-2,083,613
883
$138M 0.02%
3,740,700
+331,700
884
$138M 0.02%
1,248,144
-68,890
885
$138M 0.02%
3,274,432
-2,055
886
$138M 0.02%
2,848,642
+2,840,642
887
$137M 0.02%
982,985
-425,253
888
$137M 0.02%
2,809,995
-2,341,800
889
$137M 0.02%
18,541,491
+7,315,521
890
$137M 0.02%
2,520,422
+86,125
891
$136M 0.02%
1,994,843
+854,975
892
$135M 0.02%
+5,715,567
893
$135M 0.02%
6,144,084
+574,100
894
$135M 0.02%
6,725,632
-7,308,830
895
$135M 0.02%
10,738,700
-68,200
896
$135M 0.02%
7,920,095
-5,002,665
897
$134M 0.02%
2,189,568
-93,221
898
$133M 0.02%
440,508
+47,707
899
$133M 0.02%
1,090,766
-764,249
900
$133M 0.02%
1,426,061
+1,079,899
34 35
36
37 38