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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.65B
2
+$2.63B
3
+$1.47B
4
PRGO icon
Perrigo
PRGO
+$1.45B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.07B

Top Sells

1
+$1.77B
2
+$1.39B
3
+$1.25B
4
AMZN icon
Amazon
AMZN
+$959M
5
GE icon
GE Aerospace
GE
+$705M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.34%
3 Technology 13.12%
4 Consumer Discretionary 9.95%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$81.9M 0.01%
2,689,559
+227,768
1077
$81.8M 0.01%
2,435,990
+303,196
1078
$81.5M 0.01%
1,808,939
+593,256
1079
$81.4M 0.01%
1,122,541
+338,281
1080
$81.1M 0.01%
2,466,381
+4,758
1081
$81.1M 0.01%
5,986,633
-266,150
1082
$80.7M 0.01%
1,377,995
-143,096
1083
$80.6M 0.01%
1,471,212
+606,300
1084
$80.4M 0.01%
8,379,570
+62,730
1085
$80.4M 0.01%
2,656,000
+896,400
1086
$80.1M 0.01%
3,595,417
+1,787,544
1087
$80M 0.01%
1,064,900
-192,419
1088
$79.9M 0.01%
2,409,800
+12,200
1089
$79.9M 0.01%
4,602,866
-652,400
1090
$79.9M 0.01%
3,365,662
-1,325,987
1091
$79.7M 0.01%
+4,383,412
1092
$79.1M 0.01%
2,691,044
+19,344
1093
$79M 0.01%
4,624,877
+746,500
1094
$78.9M 0.01%
1,219,036
-1,875,668
1095
$78.7M 0.01%
2,248,063
+3,395
1096
$78.4M 0.01%
3,092,978
+2,806,478
1097
$78.4M 0.01%
2,925,100
-9,500
1098
$78.3M 0.01%
+6,796,366
1099
$78.3M 0.01%
15,796
-13,025
1100
$78.1M 0.01%
1,968,495
+17,240
42 43
44
45 46