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
1151
$70.1M 0.01%
2,591,808
+962,161
1152
$70M 0.01%
1,662,570
-20,403
1153
$69.6M 0.01%
1,275,208
-1,023,706
1154
$69.6M 0.01%
5,538,100
-110,800
1155
$69.1M 0.01%
2,545,859
-504,300
1156
$68.7M 0.01%
2,050,500
-5,188,168
1157
$68.7M 0.01%
2,913,274
+587,999
1158
$68.6M 0.01%
3,626,071
+102,166
1159
$68.3M 0.01%
861,003
+691,326
1160
$68.3M 0.01%
3,162,852
+712,566
1161
$68.2M 0.01%
1,250,700
1162
$68.2M 0.01%
2,218,520
-113,730
1163
$68.2M 0.01%
3,651,300
-4,140,920
1164
$68.2M 0.01%
2,378,194
-364,685
1165
$68.1M 0.01%
5,893,675
+44,180
1166
$68M 0.01%
954,046
-723,550
1167
$67.9M 0.01%
687,737
+298,016
1168
$67.7M 0.01%
2,241,508
-142,000
1169
$67.5M 0.01%
3,728,739
+14,400
1170
$67.2M 0.01%
1,249,142
-4,858
1171
$67M 0.01%
1,138,355
-3,822,179
1172
$67M 0.01%
4,431,100
+515,700
1173
$67M 0.01%
5,275,340
+624,700
1174
$66.7M 0.01%
+2,169,900
1175
$66.7M 0.01%
6,693,297
-2,551,700
45 46
47
48 49