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
$722B
AUM Growth
-$184B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,605
New
Increased
Reduced
Closed

Top Buys

1
+$2.56B
2
+$1.91B
3
+$919M
4
CI icon
Cigna
CI
+$806M
5
NFLX icon
Netflix
NFLX
+$669M

Top Sells

1
+$1.39B
2
+$1.12B
3
+$1.12B
4
CMCSA icon
Comcast
CMCSA
+$1.09B
5
BDX icon
Becton Dickinson
BDX
+$1B

Sector Composition

1 Technology 25.61%
2 Healthcare 16.48%
3 Financials 12.48%
4 Consumer Discretionary 10.87%
5 Communication Services 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$35.9M 0.01%
739,068
+413,572
1152
$35.9M 0.01%
4,861,444
+2,856,466
1153
$35.8M 0.01%
3,580,048
-251,176
1154
$35.6M ﹤0.01%
624,333
+323,705
1155
$35.6M ﹤0.01%
455,034
-298,104
1156
$35.5M ﹤0.01%
1,961,471
+941,475
1157
$35.4M ﹤0.01%
466,712
-10,285
1158
$35.3M ﹤0.01%
1,500,333
-2,365,967
1159
$35.3M ﹤0.01%
1,959,426
-385,167
1160
$35.2M ﹤0.01%
6,311,254
-246,670
1161
$35.1M ﹤0.01%
+16,501,010
1162
$35.1M ﹤0.01%
2,975,287
+377,643
1163
$35.1M ﹤0.01%
1,749,709
+410,000
1164
$34.9M ﹤0.01%
3,287,667
+766,950
1165
$34.8M ﹤0.01%
1,088,218
+861,758
1166
$34.7M ﹤0.01%
1,524,073
-349,049
1167
$34.7M ﹤0.01%
565,403
-563,666
1168
$34.6M ﹤0.01%
2,932,498
+1,149,373
1169
$34.4M ﹤0.01%
205,674
+37,512
1170
$34.4M ﹤0.01%
2,204,716
-79,390
1171
$34.2M ﹤0.01%
309,272
+40,643
1172
$34.2M ﹤0.01%
122,351
+1,935
1173
$34.2M ﹤0.01%
466,053
+156,813
1174
$34.2M ﹤0.01%
962,839
-92,152
1175
$34.1M ﹤0.01%
934,063
+13,676
45 46
47
48 49