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
1351
$41.8M 0.01%
2,204,061
+91,148
1352
$41.8M 0.01%
1,690,560
+1,098,980
1353
$41.6M 0.01%
1,836,731
-3,961,450
1354
$41.5M 0.01%
1,118,601
-1,351,062
1355
$41.4M 0.01%
895,120
-123,410
1356
$41.4M 0.01%
1,095,259
-4,100
1357
$41.3M 0.01%
2,687,870
-120,930
1358
$41.1M 0.01%
+132,996
1359
$41.1M 0.01%
475,620
+99,518
1360
$41.1M 0.01%
458,380
+8,238
1361
$40.8M 0.01%
1,839,865
-191,741
1362
$40.7M 0.01%
1,769,290
-259,900
1363
$40.7M 0.01%
3,957,073
-2,812,527
1364
$40.3M 0.01%
1,876,060
-181,828
1365
$40.1M 0.01%
+1,506,700
1366
$40.1M 0.01%
1,081,123
+522,168
1367
$39.9M 0.01%
640,394
+5,349
1368
$39.9M 0.01%
3,235,206
-92,700
1369
$39.8M 0.01%
697,400
+407,800
1370
$39.6M 0.01%
4,508,953
+699,594
1371
$39.5M 0.01%
2,430,428
-1,995,800
1372
$39.4M 0.01%
3,151,778
1373
$39.4M 0.01%
6,647,256
+1,029,042
1374
$39.3M 0.01%
1,944,560
-14,440
1375
$39.3M 0.01%
650,713
+1,871
53 54
55
56 57