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
$989B
AUM Growth
+$79.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,229
New
Increased
Reduced
Closed

Top Buys

1
+$2.51B
2
+$932M
3
+$785M
4
HOLX icon
Hologic
HOLX
+$774M
5
LOW icon
Lowe's Companies
LOW
+$757M

Top Sells

1
+$4.24B
2
+$3.4B
3
+$1.4B
4
ADBE icon
Adobe
ADBE
+$1.23B
5
V icon
Visa
V
+$1.2B

Sector Composition

1 Technology 27.4%
2 Healthcare 15.49%
3 Consumer Discretionary 14.52%
4 Financials 10.43%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$39.6M ﹤0.01%
1,020,050
+442,164
1277
$39.6M ﹤0.01%
308,541
-120,437
1278
$39.4M ﹤0.01%
+858,858
1279
$39.4M ﹤0.01%
1,075,859
+541,212
1280
$39.3M ﹤0.01%
391,905
-13,219
1281
$39.3M ﹤0.01%
430,436
-46,813
1282
$39.2M ﹤0.01%
2,292,813
+560
1283
$39.1M ﹤0.01%
5,696,932
+601,189
1284
$39.1M ﹤0.01%
11,116,256
-1,510,981
1285
$38.9M ﹤0.01%
926,236
+181,844
1286
$38.8M ﹤0.01%
2,015,112
-239,568
1287
$38.5M ﹤0.01%
1,024,953
-523,943
1288
$38.4M ﹤0.01%
3,543,422
+705,593
1289
$38.4M ﹤0.01%
1,047,991
-2,014,181
1290
$38.3M ﹤0.01%
3,129,373
-401,958
1291
$38M ﹤0.01%
991,718
-114,792
1292
$37.9M ﹤0.01%
1,255,234
-16,134
1293
$37.6M ﹤0.01%
1,898,076
+127,931
1294
$37.6M ﹤0.01%
2,104,682
-7,300
1295
$37.6M ﹤0.01%
2,000,000
1296
$37.6M ﹤0.01%
3,124,803
+85,805
1297
$37.5M ﹤0.01%
2,011,361
-988,639
1298
$37.5M ﹤0.01%
371,566
+17,833
1299
$37.5M ﹤0.01%
+2,155,469
1300
$37.3M ﹤0.01%
268,087
-273,416
50 51
52
53 54