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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$2.13B
2
+$1.75B
3
+$1.08B
4
MSFT icon
Microsoft
MSFT
+$922M
5
YHOO
Yahoo Inc
YHOO
+$816M

Top Sells

1
+$1.41B
2
+$1.31B
3
+$1.26B
4
CMCSA icon
Comcast
CMCSA
+$1.24B
5
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.2B

Sector Composition

1 Financials 15.19%
2 Healthcare 14.35%
3 Technology 12.92%
4 Consumer Discretionary 11.75%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$54.2M 0.01%
+1,821,258
1227
$54M 0.01%
7,200,000
1228
$54M 0.01%
1,943,000
1229
$53.7M 0.01%
2,287,500
1230
$53.6M 0.01%
772,327
-144,700
1231
$53.6M 0.01%
9,428,572
1232
$53.5M 0.01%
+3,254,348
1233
$53.5M 0.01%
889,056
-437,694
1234
$53.4M 0.01%
1,333,328
+739,110
1235
$53.3M 0.01%
2,557,620
+457,558
1236
$53.3M 0.01%
2,115,679
-1,336,457
1237
$52.7M 0.01%
1,526,570
+376,589
1238
$52.4M 0.01%
5,371,295
+375,404
1239
$52.3M 0.01%
3,156,677
+268,244
1240
$52.3M 0.01%
732,852
-1,216,108
1241
$51.9M 0.01%
2,276,626
-753,824
1242
$51.9M 0.01%
+1,686,379
1243
$51.7M 0.01%
6,166,792
-71,888
1244
$51.6M 0.01%
965,700
+515,700
1245
$51.6M 0.01%
1,059,918
-664,706
1246
$51.6M 0.01%
1,800,000
-100,047
1247
$51.5M 0.01%
480,316
-72,269
1248
$51.5M 0.01%
965,200
+515,200
1249
$51.4M 0.01%
2,800,070
+70
1250
$51.4M 0.01%
670,260
-896
48 49
50
51 52