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
$611B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,584
New
Increased
Reduced
Closed

Top Buys

1
+$16.3B
2
+$12.3B
3
+$7.7B
4
KO icon
Coca-Cola
KO
+$6.15B
5
GILD icon
Gilead Sciences
GILD
+$5.8B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.52%
2 Healthcare 13.77%
3 Technology 12.63%
4 Consumer Discretionary 11.63%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$61.8M 0.01%
+4,822,417
1127
$61.8M 0.01%
+1,013,637
1128
$61.6M 0.01%
+1,859,241
1129
$61.2M 0.01%
+2,398,263
1130
$61.2M 0.01%
+2,680,404
1131
$61.1M 0.01%
+3,710,540
1132
$61.1M 0.01%
+1,807,013
1133
$61M 0.01%
+1,527,888
1134
$60.9M 0.01%
+1,991,205
1135
$60.8M 0.01%
+2,171,460
1136
$60.7M 0.01%
+1,158,892
1137
$60.5M 0.01%
+2,355,460
1138
$60.5M 0.01%
+1,216,354
1139
$60.5M 0.01%
+1,007,943
1140
$60.4M 0.01%
+827,326
1141
$60.1M 0.01%
+7,765,527
1142
$60M 0.01%
+1,398,300
1143
$59.9M 0.01%
+5,270,161
1144
$59.9M 0.01%
+3,000,000
1145
$59.8M 0.01%
+485,440
1146
$59.7M 0.01%
+47,730
1147
$59.5M 0.01%
+2,489,365
1148
$59.5M 0.01%
+3,000,000
1149
$59.5M 0.01%
+713,555
1150
$59.4M 0.01%
+1,150,000
44 45
46
47 48