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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$2.13B
2
+$1.75B
3
+$1.08B
4
MSFT icon
Microsoft
MSFT
+$922M
5
YHOO
Yahoo Inc
YHOO
+$816M

Top Sells

1
+$1.41B
2
+$1.31B
3
+$1.26B
4
CMCSA icon
Comcast
CMCSA
+$1.24B
5
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.2B

Sector Composition

1 Financials 15.19%
2 Healthcare 14.35%
3 Technology 12.92%
4 Consumer Discretionary 11.75%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$92.3M 0.01%
1,825,529
+942,491
977
$92.1M 0.01%
2,775,000
978
$92.1M 0.01%
+4,032,100
979
$91.8M 0.01%
4,201,484
-85,500
980
$91.6M 0.01%
2,226,062
-1,586,937
981
$91.4M 0.01%
1,252,950
-37,550
982
$91.4M 0.01%
2,691,877
-471,396
983
$91.3M 0.01%
2,420,030
-816,178
984
$91.1M 0.01%
2,868,560
-90,680
985
$90.8M 0.01%
2,381,411
+665,005
986
$90.7M 0.01%
2,061,249
-398,629
987
$90.6M 0.01%
15,209,122
-544,200
988
$90.6M 0.01%
23,838,734
-119,688
989
$90.5M 0.01%
3,818,838
-725,300
990
$90.2M 0.01%
1,967,392
+108,151
991
$90.1M 0.01%
1,818,858
-649,350
992
$90.1M 0.01%
1,107,222
-76,927
993
$90M 0.01%
3,498,547
+1,143,087
994
$89.9M 0.01%
1,910,772
-903,304
995
$89.7M 0.01%
7,136,774
-399,060
996
$89.7M 0.01%
1,251,666
-507,960
997
$89.5M 0.01%
742,394
+189,070
998
$89.4M 0.01%
4,357,576
-572,098
999
$89.2M 0.01%
2,541,172
+243,806
1000
$89.1M 0.01%
2,033,161
+482,979
38 39
40
41 42