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
$733B
AUM Growth
+$9.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,809
New
Increased
Reduced
Closed

Top Buys

1
+$1.96B
2
+$1.79B
3
+$928M
4
COP icon
ConocoPhillips
COP
+$689M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$610M

Top Sells

1
+$1.76B
2
+$1.51B
3
+$1.05B
4
AAPL icon
Apple
AAPL
+$881M
5
GE icon
GE Aerospace
GE
+$850M

Sector Composition

1 Healthcare 16.15%
2 Financials 13.57%
3 Technology 13.24%
4 Consumer Discretionary 11.97%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$118M 0.02%
2,045,732
-18,987
902
$118M 0.02%
9,410,000
+165,000
903
$118M 0.02%
3,720,901
+1,474,316
904
$117M 0.02%
936,905
-27,730
905
$117M 0.02%
3,363,207
-54,700
906
$117M 0.02%
4,277,811
+1,332,129
907
$116M 0.02%
2,817,208
+547,808
908
$116M 0.02%
3,137,513
-80,418
909
$116M 0.02%
6,859,208
-4,545,246
910
$116M 0.02%
2,315,928
-395,700
911
$116M 0.02%
3,344,849
+332,657
912
$115M 0.02%
3,886,926
-365,750
913
$115M 0.02%
10,632,879
+265,713
914
$115M 0.02%
4,881,251
-1,272,239
915
$115M 0.02%
5,360,873
-473,527
916
$115M 0.02%
2,817,442
-882,558
917
$114M 0.02%
2,036,064
+2,029,391
918
$114M 0.02%
6,972,610
-1,496,998
919
$113M 0.02%
970,366
+128,099
920
$113M 0.02%
1,257,789
-494,416
921
$113M 0.02%
828,351
+8,351
922
$113M 0.02%
4,567,452
+3,466,095
923
$113M 0.02%
3,758,099
+494,900
924
$113M 0.02%
1,003,780
+29,260
925
$112M 0.02%
9,827,611
+2,067,400
35 36
37
38 39