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
1201
$55.8M 0.01%
815,585
+590,494
1202
$55.7M 0.01%
3,846,382
-1,884,600
1203
$55.7M 0.01%
108,323
+76,114
1204
$55.7M 0.01%
940,716
+306,918
1205
$55.5M 0.01%
719,901
+55,874
1206
$55.4M 0.01%
2,742,988
-1,000,613
1207
$55.4M 0.01%
872,500
-67,515
1208
$55.4M 0.01%
1,076,437
+13,409
1209
$55.2M 0.01%
3,198,842
-1,004,214
1210
$55.1M 0.01%
8,838,018
-121,779
1211
$54.7M 0.01%
41,009
1212
$54.7M 0.01%
763,348
-50,374
1213
$54.7M 0.01%
2,169,833
-60,506
1214
$54.5M 0.01%
1,846,312
-715,244
1215
$54M 0.01%
1,819,865
-65,503
1216
$54M 0.01%
1,960,430
+967,965
1217
$53.8M 0.01%
1,025,864
-184,008
1218
$53.6M 0.01%
1,635,251
+1,086,207
1219
$53.6M 0.01%
1,079,600
+105,700
1220
$53.4M 0.01%
1,902,600
+965,700
1221
$53.1M 0.01%
2,132,123
+555,923
1222
$53.1M 0.01%
3,854,564
-778,700
1223
$53M 0.01%
1,758,653
+1,683,902
1224
$53M 0.01%
1,400,000
-376,903
1225
$52.9M 0.01%
9,530,000
-1,879,400
47 48
49
50 51