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
$733B
AUM Growth
+$9.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,809
New
Increased
Reduced
Closed

Top Buys

1
+$1.96B
2
+$1.79B
3
+$928M
4
COP icon
ConocoPhillips
COP
+$689M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$610M

Top Sells

1
+$1.76B
2
+$1.51B
3
+$1.05B
4
AAPL icon
Apple
AAPL
+$881M
5
GE icon
GE Aerospace
GE
+$850M

Sector Composition

1 Healthcare 16.15%
2 Financials 13.57%
3 Technology 13.24%
4 Consumer Discretionary 11.97%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$48.6M 0.01%
1,508,200
+225,990
1277
$48.6M 0.01%
5,288,130
-2,152,148
1278
$48.6M 0.01%
3,873,500
+1,046,900
1279
$48.3M 0.01%
3,117,755
-280,995
1280
$48.3M 0.01%
725,643
+87,254
1281
$48.2M 0.01%
+349,125
1282
$48M 0.01%
2,309,401
-679,935
1283
$47.9M 0.01%
+1,866,012
1284
$47.9M 0.01%
1,200,711
+350,861
1285
$47.9M 0.01%
1,341,235
+579,629
1286
$47.8M 0.01%
835,829
-374,500
1287
$47.8M 0.01%
1,485,600
1288
$47.8M 0.01%
3,530,562
+40,568
1289
$47.3M 0.01%
1,226,963
-20,290
1290
$47.2M 0.01%
3,058,765
-768,500
1291
$47.2M 0.01%
1,200,000
1292
$46.9M 0.01%
1,806,108
+167,301
1293
$46.9M 0.01%
13,163,191
-248,500
1294
$46.7M 0.01%
4,517,388
+430,860
1295
$46.6M 0.01%
3,758,770
-177,500
1296
$46.5M 0.01%
490,600
+117,000
1297
$46.3M 0.01%
1,450,945
+693,100
1298
$46.3M 0.01%
1,130,117
+107,230
1299
$46.1M 0.01%
3,520,200
1300
$46M 0.01%
1,226,060
+17,200
50 51
52
53 54