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
$827B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,730
New
Increased
Reduced
Closed

Top Buys

1
+$3.03B
2
+$722M
3
+$691M
4
BDX icon
Becton Dickinson
BDX
+$681M
5
BKR icon
Baker Hughes
BKR
+$671M

Top Sells

1
+$2.75B
2
+$1.8B
3
+$1.26B
4
MDT icon
Medtronic
MDT
+$1.17B
5
CHTR icon
Charter Communications
CHTR
+$1.08B

Sector Composition

1 Financials 16.6%
2 Technology 16.58%
3 Healthcare 14.29%
4 Communication Services 11.08%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$46M 0.01%
2,466,723
-1,068,437
1327
$45.9M 0.01%
1,866,201
+60,800
1328
$45.9M 0.01%
2,585,348
-1,112,300
1329
$45.8M 0.01%
2,567,240
+229,496
1330
$45.7M 0.01%
2,656,286
+340,277
1331
$45.7M 0.01%
571,851
+23,447
1332
$45.6M 0.01%
731,791
-32,957
1333
$45.5M 0.01%
1,829,075
-70,700
1334
$45.4M 0.01%
987,543
1335
$45.3M 0.01%
1,361,613
-798,039
1336
$45.2M 0.01%
1,511,800
+1,159,585
1337
$45.2M 0.01%
473,250
-55,426
1338
$45.1M 0.01%
1,176,098
-180,479
1339
$45.1M 0.01%
2,097,317
+949,082
1340
$45.1M 0.01%
1,447,441
+139,448
1341
$45M 0.01%
2,345,381
-68,382
1342
$44.9M 0.01%
3,084,612
+676,162
1343
$44.8M 0.01%
2,535,414
+6,952
1344
$44.6M 0.01%
1,527,449
+61,237
1345
$44.5M 0.01%
504,132
+140,009
1346
$44.5M 0.01%
11,991,995
-1,656,764
1347
$44.5M 0.01%
2,593,600
+1,531,100
1348
$44.4M 0.01%
4,078,966
+1,080,185
1349
$44.3M 0.01%
5,969,300
+2,480,200
1350
$44M 0.01%
353,734
-5,245
52 53
54
55 56