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
$856B
AUM Growth
+$21.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,474
New
Increased
Reduced
Closed

Top Buys

1
+$1.94B
2
+$1.13B
3
+$1.03B
4
ABBV icon
AbbVie
ABBV
+$985M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$980M

Top Sells

1
+$1.32B
2
+$1.3B
3
+$1.26B
4
APC
Anadarko Petroleum
APC
+$1.07B
5
BA icon
Boeing
BA
+$1.02B

Sector Composition

1 Technology 20.43%
2 Financials 15.4%
3 Healthcare 15.1%
4 Consumer Discretionary 11.35%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$43.8M 0.01%
1,099,679
+64,718
1277
$43.7M 0.01%
452,391
-230,016
1278
$43.7M 0.01%
36,544
-450
1279
$43.6M 0.01%
1,520,460
-12,500
1280
$43.3M 0.01%
4,095,169
-91,864
1281
$43.3M 0.01%
960,230
+110,695
1282
$43.2M 0.01%
1,267,664
+7,585
1283
$43.2M 0.01%
2,272,843
-46,629
1284
$43.2M 0.01%
1,333,953
+159,002
1285
$43.2M 0.01%
+2,105,362
1286
$43.1M 0.01%
769,581
-407,648
1287
$43M 0.01%
896,805
-333,343
1288
$43M 0.01%
390,710
+58,546
1289
$42.9M 0.01%
2,861,283
+1,651,083
1290
$42.9M 0.01%
706,803
+111,008
1291
$42.6M 0.01%
2,320,456
-1,351,144
1292
$42.5M 0.01%
222,672
+7,321
1293
$42.5M 0.01%
502,487
+52,703
1294
$42.5M 0.01%
3,509,404
-97,845
1295
$42.4M 0.01%
272,976
+35,785
1296
$42.1M ﹤0.01%
119,580
+2,349
1297
$42.1M ﹤0.01%
760,470
-6,832
1298
$42M ﹤0.01%
481,591
-7,065
1299
$42M ﹤0.01%
786,600
+20,644
1300
$41.8M ﹤0.01%
1,628,930
-2,526
50 51
52
53 54