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
$785B
AUM Growth
+$16.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.28B
3
+$1.23B
4
BIIB icon
Biogen
BIIB
+$951M
5
AMZN icon
Amazon
AMZN
+$875M

Top Sells

1
+$2.2B
2
+$1.78B
3
+$1.21B
4
AXP icon
American Express
AXP
+$1.09B
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.02B

Sector Composition

1 Healthcare 18.76%
2 Financials 14.44%
3 Technology 13.96%
4 Consumer Discretionary 10.8%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.61B 0.2%
8,210,159
-2,769,929
102
$1.59B 0.2%
18,176,541
+3,523,203
103
$1.59B 0.2%
35,371,471
-14,760,884
104
$1.59B 0.2%
48,143,398
+3,067,179
105
$1.59B 0.2%
24,287,066
-1,401,774
106
$1.58B 0.2%
16,751,087
+3,821,463
107
$1.57B 0.2%
12,037,180
-363,237
108
$1.56B 0.2%
25,858,589
-4,069,469
109
$1.55B 0.2%
7,503,495
+36,291
110
$1.54B 0.2%
8,936,249
+24,899
111
$1.54B 0.2%
22,853,611
+3,060,303
112
$1.53B 0.19%
24,514,933
+3,212,351
113
$1.52B 0.19%
13,641,753
+463,031
114
$1.52B 0.19%
18,343,000
-3,321,520
115
$1.51B 0.19%
23,468,628
+428,370
116
$1.51B 0.19%
40,061,732
-873,092
117
$1.51B 0.19%
15,771,299
+212,903
118
$1.5B 0.19%
15,116,662
+84,047
119
$1.49B 0.19%
15,098,304
+1,581,463
120
$1.48B 0.19%
14,670,126
+1,097,502
121
$1.48B 0.19%
41,514,213
-6,553,137
122
$1.48B 0.19%
11,882,815
-1,548,774
123
$1.47B 0.19%
19,483,577
-2,057,607
124
$1.47B 0.19%
28,246,094
-1,724,030
125
$1.46B 0.19%
11,301,446
+2,941,416
3 4
5
6 7