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
$785B
AUM Growth
+$16.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.28B
3
+$1.23B
4
BIIB icon
Biogen
BIIB
+$951M
5
AMZN icon
Amazon
AMZN
+$875M

Top Sells

1
+$2.2B
2
+$1.78B
3
+$1.21B
4
AXP icon
American Express
AXP
+$1.09B
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.02B

Sector Composition

1 Healthcare 18.76%
2 Financials 14.44%
3 Technology 13.96%
4 Consumer Discretionary 10.8%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$106M 0.01%
3,292,768
+1,412,668
1002
$105M 0.01%
1,992,467
+890,585
1003
$105M 0.01%
9,575,511
+2,733,574
1004
$105M 0.01%
3,600,000
1005
$105M 0.01%
1,692,813
+1,513,937
1006
$104M 0.01%
8,808,037
+8,069,962
1007
$104M 0.01%
1,208,884
-316,123
1008
$104M 0.01%
3,827,689
+7,448
1009
$104M 0.01%
1,259,650
+246,921
1010
$104M 0.01%
2,170,510
-3,964,093
1011
$104M 0.01%
2,526,425
-281,649
1012
$103M 0.01%
7,487,197
+1,800
1013
$103M 0.01%
7,147,818
+1,008
1014
$103M 0.01%
4,960,470
+1,299,889
1015
$103M 0.01%
4,425,709
-434,903
1016
$103M 0.01%
2,291,270
+8,000
1017
$103M 0.01%
4,794,935
-1,131,809
1018
$103M 0.01%
2,195,502
-166,475
1019
$102M 0.01%
2,363,796
+44,532
1020
$102M 0.01%
671,452
-222,241
1021
$101M 0.01%
15,296,454
1022
$101M 0.01%
14,372,450
+86,880
1023
$101M 0.01%
5,366,439
+974,693
1024
$101M 0.01%
3,212,042
1025
$100M 0.01%
1,515,968
+338,293
39 40
41
42 43