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
$805B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,784
New
Increased
Reduced
Closed

Top Buys

1
+$1.17B
2
+$1.06B
3
+$886M
4
BDX icon
Becton Dickinson
BDX
+$857M
5
CTSH icon
Cognizant
CTSH
+$748M

Top Sells

1
+$1.13B
2
+$1.12B
3
+$957M
4
NXPI icon
NXP Semiconductors
NXPI
+$776M
5
CMG icon
Chipotle Mexican Grill
CMG
+$751M

Sector Composition

1 Technology 16.41%
2 Financials 16.28%
3 Healthcare 14.03%
4 Communication Services 10.88%
5 Consumer Discretionary 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$90.1M 0.01%
5,654,489
-3,965,512
1027
$90.1M 0.01%
796,187
+103,017
1028
$89.9M 0.01%
3,238,720
1029
$89.9M 0.01%
1,337,409
-2,000,605
1030
$89.8M 0.01%
5,579,049
-3,268,551
1031
$89.7M 0.01%
875,863
+16,091
1032
$89.5M 0.01%
70,800
+1,359
1033
$89.5M 0.01%
942,258
-771,868
1034
$89.4M 0.01%
11,707,940
-13,029,380
1035
$89.2M 0.01%
3,139,347
+91,414
1036
$88.7M 0.01%
805,923
+208,801
1037
$88.7M 0.01%
1,963,017
+97,368
1038
$88.6M 0.01%
546,829
+20,033
1039
$88.2M 0.01%
1,071,427
-894,233
1040
$88M 0.01%
1,881,642
+313,030
1041
$87.8M 0.01%
6,081,966
-3,663,948
1042
$87.3M 0.01%
3,225,400
+920,400
1043
$87.3M 0.01%
855,469
-218,203
1044
$87M 0.01%
3,108,420
+2,674,828
1045
$86.6M 0.01%
794,197
-792,843
1046
$86.6M 0.01%
1,901,024
+34,711
1047
$86.4M 0.01%
2,404,100
-3,512,346
1048
$86.2M 0.01%
1,339,906
+15,780
1049
$86M 0.01%
3,991,688
+187,268
1050
$85.9M 0.01%
1,456,168
+977,138
40 41
42
43 44