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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$2.13B
2
+$1.75B
3
+$1.08B
4
MSFT icon
Microsoft
MSFT
+$922M
5
YHOO
Yahoo Inc
YHOO
+$816M

Top Sells

1
+$1.41B
2
+$1.31B
3
+$1.26B
4
CMCSA icon
Comcast
CMCSA
+$1.24B
5
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.2B

Sector Composition

1 Financials 15.19%
2 Healthcare 14.35%
3 Technology 12.92%
4 Consumer Discretionary 11.75%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$46.2M 0.01%
1,150,483
1302
$46.1M 0.01%
1,846,158
+1,521,158
1303
$46M 0.01%
6,316,200
1304
$46M 0.01%
835,424
-150,967
1305
$45.9M 0.01%
870,485
1306
$45.9M 0.01%
817,677
-341,215
1307
$45.9M 0.01%
1,883,300
+321,742
1308
$45.8M 0.01%
2,371,228
-953,772
1309
$45.7M 0.01%
769,238
+267,854
1310
$45.6M 0.01%
2,817,622
1311
$45.5M 0.01%
800,000
-160,000
1312
$45.4M 0.01%
4,807,682
-30,934
1313
$45.3M 0.01%
1,970,419
+17,719
1314
$45.1M 0.01%
2,237,738
+611,976
1315
$45.1M 0.01%
1,614,033
+1,479,571
1316
$45M 0.01%
1,808,094
+867,366
1317
$45M 0.01%
810,923
+258,728
1318
$45M 0.01%
3,385,821
+847,969
1319
$44.9M 0.01%
1,755,247
-36,100
1320
$44.8M 0.01%
1,427,196
+671,697
1321
$44.7M 0.01%
820,870
+232,300
1322
$44.7M 0.01%
1,083,229
-24,200
1323
$44.7M 0.01%
1,056,934
+2,600
1324
$44.7M 0.01%
1,024,931
-486,500
1325
$44.6M 0.01%
3,761,531
-467,295
51 52
53
54 55