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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.65B
2
+$2.63B
3
+$1.47B
4
PRGO icon
Perrigo
PRGO
+$1.45B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.07B

Top Sells

1
+$1.77B
2
+$1.39B
3
+$1.25B
4
AMZN icon
Amazon
AMZN
+$959M
5
GE icon
GE Aerospace
GE
+$705M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.34%
3 Technology 13.12%
4 Consumer Discretionary 9.95%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$56.3M 0.01%
369,195
-1,238,451
1252
$56.2M 0.01%
1,339,743
+1,145,074
1253
$56.2M 0.01%
1,306,079
+487,962
1254
$56M 0.01%
6,057,500
+29,100
1255
$55.9M 0.01%
5,279,661
+239,785
1256
$55.6M 0.01%
2,436,363
1257
$55.6M 0.01%
951,113
-927,528
1258
$55.4M 0.01%
1,467,218
+1,072,300
1259
$55.1M 0.01%
4,202,470
+382,788
1260
$55M 0.01%
1,138,783
+14,774
1261
$54.9M 0.01%
4,171,530
+56,200
1262
$54.6M 0.01%
1,288,800
-7,784
1263
$54.5M 0.01%
1,959,742
+759,742
1264
$54.5M 0.01%
827,196
-414,544
1265
$54.3M 0.01%
1,163,502
+363,302
1266
$54M 0.01%
1,423,949
-943,947
1267
$53.7M 0.01%
4,518,612
+570,746
1268
$53.6M 0.01%
1,601,093
+299,515
1269
$53.3M 0.01%
3,216,006
+600
1270
$53.3M 0.01%
7,938,910
+216,799
1271
$53.2M 0.01%
852,014
+1,105
1272
$53.2M 0.01%
41,213
1273
$53M 0.01%
996,224
-78,781
1274
$53M 0.01%
1,571,192
-15,000
1275
$53M 0.01%
8,628,400
+4,961,196
49 50
51
52 53