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
$989B
AUM Growth
+$79.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,229
New
Increased
Reduced
Closed

Top Buys

1
+$2.51B
2
+$932M
3
+$785M
4
HOLX icon
Hologic
HOLX
+$774M
5
LOW icon
Lowe's Companies
LOW
+$757M

Top Sells

1
+$4.24B
2
+$3.4B
3
+$1.4B
4
ADBE icon
Adobe
ADBE
+$1.23B
5
V icon
Visa
V
+$1.2B

Sector Composition

1 Technology 27.4%
2 Healthcare 15.49%
3 Consumer Discretionary 14.52%
4 Financials 10.43%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$73.3M 0.01%
2,491,239
+864,958
1052
$73.1M 0.01%
1,408,322
-64,318
1053
$73.1M 0.01%
+2,261,468
1054
$72.8M 0.01%
328,476
-6,094
1055
$72.6M 0.01%
3,355,621
-153,226
1056
$72.5M 0.01%
906,559
-25,549
1057
$72.5M 0.01%
907,221
-44,468
1058
$72.4M 0.01%
426,143
-2,651,927
1059
$72.2M 0.01%
303,181
-55,360
1060
$72.1M 0.01%
1,396,778
-1,228,219
1061
$71.9M 0.01%
13,914,790
+3,422,404
1062
$71.9M 0.01%
4,882,654
-1,082,269
1063
$71.8M 0.01%
3,054,239
-1,571,100
1064
$71.6M 0.01%
1,566,429
+91,991
1065
$71.5M 0.01%
419,573
+22,455
1066
$70.8M 0.01%
536,210
-1,272,929
1067
$70.7M 0.01%
1,802,559
-12,680
1068
$70.6M 0.01%
3,277,788
+389,934
1069
$70.3M 0.01%
1,175,524
-48,112
1070
$70.1M 0.01%
1,108,665
-398,897
1071
$70M 0.01%
761,837
+431,503
1072
$69.9M 0.01%
1,338,777
-248,206
1073
$69.7M 0.01%
1,762,489
-303,745
1074
$69.2M 0.01%
1,399,616
+622,995
1075
$69M 0.01%
1,325,841
-348,466
41 42
43
44 45