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
$856B
AUM Growth
+$21.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,474
New
Increased
Reduced
Closed

Top Buys

1
+$1.94B
2
+$1.13B
3
+$1.03B
4
ABBV icon
AbbVie
ABBV
+$985M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$980M

Top Sells

1
+$1.32B
2
+$1.3B
3
+$1.26B
4
APC
Anadarko Petroleum
APC
+$1.07B
5
BA icon
Boeing
BA
+$1.02B

Sector Composition

1 Technology 20.43%
2 Financials 15.4%
3 Healthcare 15.1%
4 Consumer Discretionary 11.35%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$60.5M 0.01%
3,466,915
+79,670
1127
$60.4M 0.01%
706,624
+104,234
1128
$60M 0.01%
3,598,352
-311,170
1129
$59.9M 0.01%
1,028,198
+444,919
1130
$59.9M 0.01%
1,788,932
-202,429
1131
$59.8M 0.01%
900,033
-49,175
1132
$59.7M 0.01%
2,870,814
+767,975
1133
$59.7M 0.01%
5,357,830
+2,438,449
1134
$59.6M 0.01%
2,508,189
-8,999
1135
$59.3M 0.01%
15,970,215
+6,921
1136
$58.9M 0.01%
1,453,340
+19,389
1137
$58.7M 0.01%
1,313,032
+1,794
1138
$58.6M 0.01%
1,548,363
-1,091,447
1139
$58.5M 0.01%
1,342,495
+1,461
1140
$58.4M 0.01%
1,514,839
+317,350
1141
$58.3M 0.01%
5,503,042
-2,892,959
1142
$58.3M 0.01%
914,618
+13,724
1143
$58.3M 0.01%
6,555,627
+33,947
1144
$58.2M 0.01%
405,907
-7,201
1145
$58M 0.01%
1,159,779
+151,324
1146
$58M 0.01%
1,198,826
-15,746
1147
$58M 0.01%
2,892,811
+2,111,011
1148
$57.6M 0.01%
4,220,104
+62,534
1149
$57.5M 0.01%
368,792
-314,555
1150
$57.5M 0.01%
736,868
-5,866
44 45
46
47 48