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
$702B
AUM Growth
-$77.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$1.4B
2
+$922M
3
+$901M
4
AMZN icon
Amazon
AMZN
+$661M
5
EA icon
Electronic Arts
EA
+$620M

Top Sells

1
+$1.51B
2
+$1.47B
3
+$1.28B
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.27B
5
FDX icon
FedEx
FDX
+$1.18B

Sector Composition

1 Healthcare 18.04%
2 Financials 15.32%
3 Technology 13.95%
4 Consumer Discretionary 12.27%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$61.9M 0.01%
4,900,012
-183,465
1152
$61.7M 0.01%
+5,764,250
1153
$61.7M 0.01%
2,279,845
+280,445
1154
$61.4M 0.01%
906,981
-131,603
1155
$61.3M 0.01%
8,869,972
1156
$61.1M 0.01%
2,409,821
+96,670
1157
$61.1M 0.01%
1,751,337
1158
$60.9M 0.01%
1,958,600
-378,200
1159
$60.5M 0.01%
1,316,506
-169,925
1160
$60.4M 0.01%
11,382,986
-742,133
1161
$60.4M 0.01%
985,606
+89,500
1162
$60.2M 0.01%
1,529,251
+385
1163
$60.1M 0.01%
5,963,301
+2,088,459
1164
$60M 0.01%
4,623,364
1165
$59.9M 0.01%
1,250,000
-1,323,800
1166
$59.8M 0.01%
2,536,271
+327,039
1167
$59.8M 0.01%
9,299,300
-21,700
1168
$59.7M 0.01%
864,585
-389,323
1169
$59.6M 0.01%
6,078,300
+1,241,700
1170
$59.3M 0.01%
2,089,400
+407,900
1171
$59.2M 0.01%
2,109,400
+217,100
1172
$59M 0.01%
1,556,946
-159,231
1173
$59M 0.01%
764,125
-116,591
1174
$59M 0.01%
1,472,994
+43,935
1175
$58.8M 0.01%
1,676,964
+264,664
45 46
47
48 49