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
1276
$53M 0.01%
1,453,066
-431,407
1277
$52.8M 0.01%
10,679,459
-2,325,300
1278
$52.6M 0.01%
12,494,669
+24,527
1279
$52.3M 0.01%
1,393,203
-460,978
1280
$52.3M 0.01%
791,356
+7,700
1281
$52.1M 0.01%
820,600
-4,400
1282
$52.1M 0.01%
1,900,876
-445,328
1283
$52M 0.01%
+4,249,387
1284
$52M 0.01%
150,362
-251,930
1285
$51.9M 0.01%
1,243,050
-196,861
1286
$51.7M 0.01%
842,577
-17,600
1287
$51.7M 0.01%
4,374,561
-759,800
1288
$51.3M 0.01%
9,428,572
1289
$51.3M 0.01%
2,096,238
-1,722,600
1290
$51.2M 0.01%
1,324,032
-15,184
1291
$51.1M 0.01%
3,540,074
+211,635
1292
$51M 0.01%
2,125,389
+101,189
1293
$50.9M 0.01%
1,312,934
+420,979
1294
$50.5M 0.01%
471,234
-66,233
1295
$50.5M 0.01%
+3,662,493
1296
$50.5M 0.01%
1,546,719
-284,481
1297
$50.5M 0.01%
2,287,600
+100
1298
$50.4M 0.01%
820,870
1299
$50.3M 0.01%
1,230,824
+726,638
1300
$50.3M 0.01%
1,638,600
-1,173,400
50 51
52
53 54