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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.6B
2
+$1.52B
3
+$1.29B
4
FDX icon
FedEx
FDX
+$1.13B
5
CVX icon
Chevron
CVX
+$908M

Top Sells

1
+$1.16B
2
+$1.05B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$707M
5
AAPL icon
Apple
AAPL
+$672M

Sector Composition

1 Financials 15.84%
2 Healthcare 14.13%
3 Technology 12.81%
4 Consumer Discretionary 11.18%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$94.8M 0.01%
10,880,040
-212,200
1002
$94.3M 0.01%
10,101,509
+42,167
1003
$94.3M 0.01%
2,654,269
-11,832
1004
$94.3M 0.01%
+2,161,583
1005
$94.2M 0.01%
1,898,655
-469,100
1006
$94.2M 0.01%
5,239,066
-909,000
1007
$94.1M 0.01%
1,703,039
-30,894
1008
$93.9M 0.01%
3,317,248
-585,946
1009
$93.7M 0.01%
4,867,292
-3,018,900
1010
$93.6M 0.01%
1,268,082
-199,450
1011
$93.5M 0.01%
5,849,495
+1,741,555
1012
$93.5M 0.01%
1,833,324
+1,807,437
1013
$93.1M 0.01%
1,277,200
-326,900
1014
$93.1M 0.01%
866,585
+8,300
1015
$92.7M 0.01%
1,089,665
+765,277
1016
$92.5M 0.01%
5,875,203
+651,800
1017
$92.3M 0.01%
1,711,212
-2,615,322
1018
$92.2M 0.01%
3,597,468
+549,360
1019
$91.9M 0.01%
3,844,335
+515,690
1020
$91.4M 0.01%
1,600,819
+333,547
1021
$91.2M 0.01%
1,331,960
-795,294
1022
$90.9M 0.01%
2,197,811
-183,600
1023
$90.7M 0.01%
2,777,600
-64,400
1024
$89.9M 0.01%
3,743,561
-3,918,380
1025
$89.8M 0.01%
2,132,794
-209,817
39 40
41
42 43