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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.65B
2
+$2.63B
3
+$1.47B
4
PRGO icon
Perrigo
PRGO
+$1.45B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.07B

Top Sells

1
+$1.77B
2
+$1.39B
3
+$1.25B
4
AMZN icon
Amazon
AMZN
+$959M
5
GE icon
GE Aerospace
GE
+$705M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.34%
3 Technology 13.12%
4 Consumer Discretionary 9.95%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$45.9M 0.01%
1,957,300
-2,713,216
1352
$45.8M 0.01%
3,444,078
-7,422,042
1353
$45.7M 0.01%
2,279,340
-386,483
1354
$45.5M 0.01%
375,461
-154,040
1355
$45.3M 0.01%
2,549,340
+2,014,658
1356
$45.2M 0.01%
1,305,837
-141,800
1357
$45.2M 0.01%
1,226,150
-587,697
1358
$45M 0.01%
4,828,360
-2,530,940
1359
$44.9M 0.01%
691,188
+382,433
1360
$44.9M 0.01%
660,107
-30,453
1361
$44.8M 0.01%
12,198,200
+3,363,300
1362
$44.7M 0.01%
836,756
1363
$44.6M 0.01%
+2,101,766
1364
$44.4M 0.01%
1,922,700
+255,000
1365
$44.3M 0.01%
2,426,372
+17,300
1366
$44.2M 0.01%
1,250,000
-10,433
1367
$44M 0.01%
64,338
-11,473
1368
$44M 0.01%
1,120,400
1369
$43.9M 0.01%
1,769,171
1370
$43.8M 0.01%
1,801,018
+110
1371
$43.8M 0.01%
1,769,899
-48,168
1372
$43.7M 0.01%
1,566,759
-443,945
1373
$43.6M 0.01%
9,898,000
+7,940,395
1374
$43.4M 0.01%
1,237,159
-21,100
1375
$43.4M 0.01%
455,977
-57,652
53 54
55
56 57