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
$785B
AUM Growth
+$16.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.28B
3
+$1.23B
4
BIIB icon
Biogen
BIIB
+$951M
5
AMZN icon
Amazon
AMZN
+$875M

Top Sells

1
+$2.2B
2
+$1.78B
3
+$1.21B
4
AXP icon
American Express
AXP
+$1.09B
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.02B

Sector Composition

1 Healthcare 18.76%
2 Financials 14.44%
3 Technology 13.96%
4 Consumer Discretionary 10.8%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$55.6M 0.01%
2,397,722
-3,137,683
1277
$55.6M 0.01%
2,328,849
+395,954
1278
$55.6M 0.01%
1,660,477
-1,056,352
1279
$55.2M 0.01%
1,349,240
-90,264
1280
$55.2M 0.01%
2,160,505
+1,148,672
1281
$55M 0.01%
4,106,562
-2,199,608
1282
$54.9M 0.01%
41,213
1283
$54.8M 0.01%
713,743
-248,515
1284
$54.8M 0.01%
3,426,281
+1,073,300
1285
$54.7M 0.01%
2,692,109
-1,128,414
1286
$54.7M 0.01%
1,222,814
1287
$54.5M 0.01%
1,210,600
+2,860
1288
$54.2M 0.01%
2,240,260
1289
$54.1M 0.01%
1,708,608
-1,342,978
1290
$53.7M 0.01%
1,723,600
-31,500
1291
$53.7M 0.01%
1,160,300
-350,447
1292
$53.6M 0.01%
2,378,542
+200,000
1293
$53.6M 0.01%
1,878,800
-350,200
1294
$53.4M 0.01%
4,886,661
+568,794
1295
$53.4M 0.01%
635,845
+72,274
1296
$53M 0.01%
13,830,947
-100,000
1297
$53M 0.01%
910,406
-145,380
1298
$52.8M 0.01%
2,298,355
-1,728,206
1299
$52.8M 0.01%
1,950,273
+58,525
1300
$52.7M 0.01%
1,667,000
-120,000
50 51
52
53 54