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
$780B
AUM Growth
-$4.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,915
New
Increased
Reduced
Closed

Top Buys

1
+$2.1B
2
+$703M
3
+$679M
4
AMZN icon
Amazon
AMZN
+$612M
5
EMC
EMC CORPORATION
EMC
+$609M

Top Sells

1
+$1.59B
2
+$971M
3
+$887M
4
UNP icon
Union Pacific
UNP
+$870M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$856M

Sector Composition

1 Healthcare 19.28%
2 Financials 15.23%
3 Technology 14.11%
4 Consumer Discretionary 11.07%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$81.6M 0.01%
1,932,374
-297
1127
$81.5M 0.01%
1,382,600
+153,724
1128
$81.4M 0.01%
+18,883,919
1129
$81.3M 0.01%
1,045,801
-15,261
1130
$81.2M 0.01%
4,280,907
1131
$80.8M 0.01%
880,716
-206,972
1132
$80.4M 0.01%
2,674,900
-8,200
1133
$80.4M 0.01%
2,296,371
+1,073,981
1134
$80.2M 0.01%
2,516,080
-627,968
1135
$79.6M 0.01%
2,074,462
-550,114
1136
$79.6M 0.01%
3,177,458
-2,449,200
1137
$79M 0.01%
3,659,233
+333,875
1138
$78.6M 0.01%
8,869,972
1139
$78.3M 0.01%
1,213,894
+606,406
1140
$78.3M 0.01%
2,708,029
+1,873,076
1141
$78.2M 0.01%
1,716,177
-162,000
1142
$77.8M 0.01%
6,420,341
-1,317,217
1143
$77.3M 0.01%
1,363,740
-1,252,502
1144
$76.9M 0.01%
4,505,000
+435,000
1145
$76.7M 0.01%
2,651,751
+1,823,838
1146
$76.3M 0.01%
1,567,678
+965,466
1147
$76.3M 0.01%
2,424,075
1148
$76.2M 0.01%
1,890,751
+554,368
1149
$76M 0.01%
739,900
-709,060
1150
$75.9M 0.01%
1,885,368
+335,132
44 45
46
47 48