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
$611B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,584
New
Increased
Reduced
Closed

Top Buys

1
+$16.3B
2
+$12.3B
3
+$7.7B
4
KO icon
Coca-Cola
KO
+$6.15B
5
GILD icon
Gilead Sciences
GILD
+$5.8B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.52%
2 Healthcare 13.77%
3 Technology 12.63%
4 Consumer Discretionary 11.63%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$82.5M 0.01%
+5,980,956
1002
$82.3M 0.01%
+17,506,500
1003
$82.1M 0.01%
+5,285,803
1004
$82.1M 0.01%
+2,000,000
1005
$81.6M 0.01%
+4,799,970
1006
$81.6M 0.01%
+2,128,169
1007
$81.1M 0.01%
+2,981,699
1008
$80.9M 0.01%
+2,126,700
1009
$80.8M 0.01%
+2,015,580
1010
$80.6M 0.01%
+3,380,026
1011
$80.6M 0.01%
+1,390,777
1012
$80.5M 0.01%
+1,332,206
1013
$80.4M 0.01%
+1,991,266
1014
$80.3M 0.01%
+2,334,135
1015
$80.1M 0.01%
+1,034,528
1016
$79.9M 0.01%
+3,487,102
1017
$79.5M 0.01%
+4,652,940
1018
$79.4M 0.01%
+1,384,598
1019
$79.4M 0.01%
+4,380,500
1020
$79.2M 0.01%
+735,300
1021
$78.7M 0.01%
+3,738,361
1022
$78.6M 0.01%
+1,307,032
1023
$78.2M 0.01%
+2,695,528
1024
$77.9M 0.01%
+2,300,528
1025
$77.4M 0.01%
+687,744
39 40
41
42 43