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
$611B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,584
New
Increased
Reduced
Closed

Top Buys

1
+$16.3B
2
+$12.3B
3
+$7.7B
4
KO icon
Coca-Cola
KO
+$6.15B
5
GILD icon
Gilead Sciences
GILD
+$5.8B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.52%
2 Healthcare 13.77%
3 Technology 12.63%
4 Consumer Discretionary 11.63%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$47M 0.01%
+1,599,200
1252
$46.9M 0.01%
+2,400,803
1253
$46.9M 0.01%
+11,994,795
1254
$46.8M 0.01%
+2,594,759
1255
$46.8M 0.01%
+1,668,439
1256
$46.6M 0.01%
+537,971
1257
$46.6M 0.01%
+1,127,628
1258
$46.5M 0.01%
+6,238,680
1259
$46.3M 0.01%
+1,885,371
1260
$46.2M 0.01%
+1,905,100
1261
$46.1M 0.01%
+1,062,572
1262
$45.9M 0.01%
+5,724,218
1263
$45.8M 0.01%
+2,031,606
1264
$45.8M 0.01%
+2,057,888
1265
$45.7M 0.01%
+752,781
1266
$45.7M 0.01%
+1,957,401
1267
$45.6M 0.01%
+1,800,840
1268
$45.6M 0.01%
+9,630,609
1269
$45.4M 0.01%
+2,808,800
1270
$45.4M 0.01%
+2,610,587
1271
$45.3M 0.01%
+3,304,466
1272
$45.2M 0.01%
+1,900,047
1273
$44.9M 0.01%
+3,757,540
1274
$44.9M 0.01%
+1,040,324
1275
$44.8M 0.01%
+2,287,500
49 50
51
52 53