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
1051
$84.6M 0.01%
4,955,838
-108,587
1052
$83.9M 0.01%
2,251,998
-167,472
1053
$83.8M 0.01%
2,461,623
-418,186
1054
$83.5M 0.01%
1,642,546
-2,066,287
1055
$82.9M 0.01%
1,883,706
-548,892
1056
$82.8M 0.01%
1,674,821
-494,330
1057
$82.8M 0.01%
6,222,439
+168,881
1058
$82.6M 0.01%
2,461,791
+346,112
1059
$82.4M 0.01%
612,057
+153,677
1060
$82.3M 0.01%
546,214
-68,698
1061
$82M 0.01%
3,398,938
+236,200
1062
$82M 0.01%
1,951,255
-30,668
1063
$81.4M 0.01%
5,255,266
+2,798,100
1064
$81.3M 0.01%
1,567,600
+1,007,583
1065
$81.3M 0.01%
+2,332,250
1066
$81.1M 0.01%
1,447,637
+1,387,537
1067
$81M 0.01%
4,713,041
+2,341,813
1068
$80.5M 0.01%
894,420
+60,600
1069
$80.1M 0.01%
3,050,159
+224,957
1070
$80M 0.01%
2,671,700
+120,300
1071
$79.7M 0.01%
4,034,400
+3,685,500
1072
$79.6M 0.01%
2,934,600
+3,538
1073
$79.6M 0.01%
2,209,419
-187,200
1074
$79.5M 0.01%
6,252,783
-3,205,759
1075
$79.5M 0.01%
1,773,400
+548,100
41 42
43
44 45