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
$738B
AUM Growth
-$7.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,919
New
Increased
Reduced
Closed

Top Buys

1
+$2.1B
2
+$1.4B
3
+$861M
4
BAC icon
Bank of America
BAC
+$842M
5
KMI icon
Kinder Morgan
KMI
+$818M

Top Sells

1
+$2.02B
2
+$1.85B
3
+$875M
4
FWONA icon
Liberty Media Series A
FWONA
+$859M
5
RTX icon
RTX Corp
RTX
+$817M

Sector Composition

1 Healthcare 15.96%
2 Financials 14.99%
3 Technology 13.27%
4 Consumer Discretionary 9.74%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$51.4M 0.01%
13,806,852
+69,700
1277
$51.3M 0.01%
1,296,264
-11,408
1278
$51M 0.01%
1,586,789
-533,893
1279
$51M 0.01%
2,305,460
+349,100
1280
$50.8M 0.01%
2,622,761
+609,595
1281
$50.7M 0.01%
2,321,889
+288,712
1282
$50.7M 0.01%
2,678,151
1283
$50.7M 0.01%
1,861,651
+1,330,086
1284
$50.1M 0.01%
1,322,558
-614,254
1285
$50.1M 0.01%
1,896,900
-87,115
1286
$50M 0.01%
1,842,400
+124,100
1287
$49.7M 0.01%
1,650,031
-1,821,000
1288
$49.5M 0.01%
+1,261,561
1289
$49.3M 0.01%
3,261,342
-2,393,447
1290
$49.3M 0.01%
2,475,896
+83,535
1291
$49.3M 0.01%
6,787,100
-2,488,465
1292
$48.9M 0.01%
970,279
-153,942
1293
$48.9M 0.01%
+892,916
1294
$48.8M 0.01%
1,135,983
-94,309
1295
$48.7M 0.01%
1,420,771
-1,307,968
1296
$48.7M 0.01%
2,438,973
+1,961,173
1297
$48.6M 0.01%
2,108,154
-70,777
1298
$48.5M 0.01%
1,171,462
+52,537
1299
$48.4M 0.01%
1,005,560
-1,104,240
1300
$48.2M 0.01%
5,266,423
+2,572,500
50 51
52
53 54