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
$702B
AUM Growth
-$77.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$1.4B
2
+$922M
3
+$901M
4
AMZN icon
Amazon
AMZN
+$661M
5
EA icon
Electronic Arts
EA
+$620M

Top Sells

1
+$1.51B
2
+$1.47B
3
+$1.28B
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.27B
5
FDX icon
FedEx
FDX
+$1.18B

Sector Composition

1 Healthcare 18.04%
2 Financials 15.32%
3 Technology 13.95%
4 Consumer Discretionary 12.27%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$94.2M 0.01%
1,160,850
-135,050
977
$93.8M 0.01%
4,595,472
+6,371
978
$93.7M 0.01%
3,428,050
-124,206
979
$93.7M 0.01%
7,470,929
+520,616
980
$93.6M 0.01%
31,126,260
+1,635,405
981
$93.5M 0.01%
8,649,582
-274,100
982
$93M 0.01%
1,202,649
+29,979
983
$92.7M 0.01%
910,275
-554,794
984
$92.6M 0.01%
4,961,951
+889
985
$92.5M 0.01%
+112,718
986
$92.3M 0.01%
3,502,695
+2,000
987
$92.3M 0.01%
4,379,793
-961,000
988
$91.9M 0.01%
3,144,078
+29,494
989
$91.6M 0.01%
778,566
+399,067
990
$91.2M 0.01%
3,105,039
+808,668
991
$91.1M 0.01%
2,909,492
+208,512
992
$91M 0.01%
2,484,323
-820,336
993
$90.7M 0.01%
9,650,665
+1,773,202
994
$90.5M 0.01%
675,893
+579,060
995
$90.4M 0.01%
2,331,639
-188,001
996
$90.3M 0.01%
1,759,642
-107,327
997
$89.6M 0.01%
+3,613,172
998
$89.5M 0.01%
3,113,858
-211,847
999
$89.4M 0.01%
2,465,459
-75,000
1000
$89.2M 0.01%
2,785,000
-301,500
38 39
40
41 42