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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$2.13B
2
+$1.75B
3
+$1.08B
4
MSFT icon
Microsoft
MSFT
+$922M
5
YHOO
Yahoo Inc
YHOO
+$816M

Top Sells

1
+$1.41B
2
+$1.31B
3
+$1.26B
4
CMCSA icon
Comcast
CMCSA
+$1.24B
5
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.2B

Sector Composition

1 Financials 15.19%
2 Healthcare 14.35%
3 Technology 12.92%
4 Consumer Discretionary 11.75%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$74.2M 0.01%
1,167,653
-104,135
1077
$74.1M 0.01%
1,107,661
-1,065,597
1078
$74M 0.01%
5,500,424
+11,554
1079
$73.8M 0.01%
2,324,450
-7,270
1080
$73.8M 0.01%
1,762,379
-518,307
1081
$73.6M 0.01%
2,559,400
-1,531,738
1082
$73.6M 0.01%
136,232
-37,566
1083
$73.6M 0.01%
6,053,558
+1,138,000
1084
$73.4M 0.01%
2,551,400
+285,996
1085
$73.1M 0.01%
2,240,634
+11,739
1086
$72.9M 0.01%
2,404,885
-447,700
1087
$72.4M 0.01%
2,687,777
+1,580,692
1088
$72.3M 0.01%
1,278,880
-265,067
1089
$72.2M 0.01%
687,642
-363,017
1090
$72.1M 0.01%
2,668,652
+711,251
1091
$71.6M 0.01%
+1,870,910
1092
$71.6M 0.01%
3,162,738
-1,592,255
1093
$71.4M 0.01%
1,829,200
-1,174,000
1094
$71.3M 0.01%
682,763
-5
1095
$71.3M 0.01%
2,155,300
+28,600
1096
$71M 0.01%
1,971,045
+434,955
1097
$70.6M 0.01%
10,630,885
-911,422
1098
$70.5M 0.01%
1,150,000
1099
$70.4M 0.01%
2,931,062
+1,562
1100
$70.4M 0.01%
1,628,797
-1,385,258
42 43
44
45 46