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
1026
$89.6M 0.01%
3,414,036
+3,029,606
1027
$89M 0.01%
2,335,415
-51,321
1028
$88.9M 0.01%
6,184,896
+3,257,352
1029
$88.9M 0.01%
2,096,996
+129,879
1030
$88.9M 0.01%
4,350,296
+1,095,948
1031
$88.6M 0.01%
17,246
-12,070
1032
$88.5M 0.01%
2,812,000
+252,600
1033
$88.5M 0.01%
5,039,876
+1,443,136
1034
$88M 0.01%
2,665,823
-106,226
1035
$87.8M 0.01%
7,774,029
-123,839
1036
$87.6M 0.01%
7,816,400
-985,700
1037
$87.6M 0.01%
2,668,652
1038
$87.4M 0.01%
942,296
+272,036
1039
$87.4M 0.01%
3,288,999
+888,196
1040
$86.7M 0.01%
3,494,232
+292,364
1041
$86.5M 0.01%
10,323,526
+2,627,960
1042
$86.2M 0.01%
2,480,870
-41,652
1043
$85.6M 0.01%
1,147,858
-491,267
1044
$85.6M 0.01%
1,259,942
+159,942
1045
$85.2M 0.01%
822,151
+134,509
1046
$85.1M 0.01%
2,496,145
+1,544,363
1047
$85.1M 0.01%
1,895,858
-612,855
1048
$85M 0.01%
6,626,443
+4,550,210
1049
$84.8M 0.01%
3,732,004
-3,557
1050
$84.7M 0.01%
2,244,668
-74,314
40 41
42
43 44