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
$702B
AUM Growth
-$77.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$1.4B
2
+$922M
3
+$901M
4
AMZN icon
Amazon
AMZN
+$661M
5
EA icon
Electronic Arts
EA
+$620M

Top Sells

1
+$1.51B
2
+$1.47B
3
+$1.28B
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.27B
5
FDX icon
FedEx
FDX
+$1.18B

Sector Composition

1 Healthcare 18.04%
2 Financials 15.32%
3 Technology 13.95%
4 Consumer Discretionary 12.27%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$85.4M 0.01%
31,345,210
-2,624,600
1027
$85.1M 0.01%
1,142,081
+306,488
1028
$85.1M 0.01%
18,663,391
+167,000
1029
$85M 0.01%
1,168,989
-102,060
1030
$84.8M 0.01%
2,263,293
+878,893
1031
$84.4M 0.01%
6,230,309
-21,300
1032
$84.2M 0.01%
2,404,300
+1,466,100
1033
$84M 0.01%
2,167,131
-298,856
1034
$84M 0.01%
789,580
+272,523
1035
$83.7M 0.01%
1,713,229
+649,488
1036
$83.4M 0.01%
2,648,914
-87,722
1037
$83.4M 0.01%
3,227,303
-345,586
1038
$82.9M 0.01%
1,202,692
1039
$82.9M 0.01%
2,630,046
-359,676
1040
$82.8M 0.01%
5,497,198
+1,342,987
1041
$82.8M 0.01%
3,691,199
+513,741
1042
$82.2M 0.01%
1,562,652
+180,052
1043
$82.2M 0.01%
4,555,817
+4,386,239
1044
$82M 0.01%
13,369,425
+5,333,100
1045
$82M 0.01%
1,560,150
+49,200
1046
$81.6M 0.01%
2,028,201
-133,204
1047
$81.2M 0.01%
3,231,022
+784,374
1048
$80.7M 0.01%
3,129,896
+167,606
1049
$80.5M 0.01%
734,601
+462,600
1050
$80.4M 0.01%
1,797,576
-254,258
40 41
42
43 44