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
$856B
AUM Growth
+$21.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,474
New
Increased
Reduced
Closed

Top Buys

1
+$1.94B
2
+$1.13B
3
+$1.03B
4
ABBV icon
AbbVie
ABBV
+$985M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$980M

Top Sells

1
+$1.32B
2
+$1.3B
3
+$1.26B
4
APC
Anadarko Petroleum
APC
+$1.07B
5
BA icon
Boeing
BA
+$1.02B

Sector Composition

1 Technology 20.43%
2 Financials 15.4%
3 Healthcare 15.1%
4 Consumer Discretionary 11.35%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$86.6M 0.01%
6,856,705
+85,277
977
$86.4M 0.01%
18,493,418
+2,378,542
978
$86M 0.01%
1,442,048
-830,765
979
$85.8M 0.01%
930,815
+235,953
980
$85.3M 0.01%
891,880
-8
981
$85.1M 0.01%
2,001,676
+1,044,689
982
$85.1M 0.01%
966,444
-20,572
983
$84.8M 0.01%
13,488,094
-890,820
984
$84.7M 0.01%
971,843
-17,161
985
$83.6M 0.01%
3,517,491
-1,880,500
986
$83.6M 0.01%
233,532
+18,872
987
$83.6M 0.01%
1,346,959
+201,450
988
$83.5M 0.01%
614,692
-225,962
989
$83.2M 0.01%
621,139
+303,298
990
$83.2M 0.01%
60,827,812
-352,712
991
$83M 0.01%
1,739,820
-320,381
992
$82.7M 0.01%
834,162
-2,047,578
993
$82.6M 0.01%
817,743
+24,718
994
$82.3M 0.01%
16,207,270
+71,987
995
$82.2M 0.01%
979,803
+158,107
996
$82M 0.01%
1,135,646
-68,021
997
$81.7M 0.01%
1,794,192
-744,297
998
$81.4M 0.01%
+3,017,986
999
$81.2M 0.01%
1,165,533
+495,026
1000
$81.2M 0.01%
2,805,158
-44,464
38 39
40
41 42