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
$785B
AUM Growth
+$16.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.28B
3
+$1.23B
4
BIIB icon
Biogen
BIIB
+$951M
5
AMZN icon
Amazon
AMZN
+$875M

Top Sells

1
+$2.2B
2
+$1.78B
3
+$1.21B
4
AXP icon
American Express
AXP
+$1.09B
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.02B

Sector Composition

1 Healthcare 18.76%
2 Financials 14.44%
3 Technology 13.96%
4 Consumer Discretionary 10.8%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$44.8M 0.01%
4,025,900
+711,300
1377
$44.5M 0.01%
1,511,485
+313,104
1378
$44.5M 0.01%
3,362,300
1379
$44.3M 0.01%
4,690,172
-185,954
1380
$44.3M 0.01%
64,844
-1,080
1381
$44.1M 0.01%
476,419
+1,324
1382
$43.7M 0.01%
3,518,025
-1,332,608
1383
$43.6M 0.01%
1,194,213
-357,989
1384
$43.6M 0.01%
1,091,300
+273,000
1385
$43.5M 0.01%
145,026
+27,330
1386
$43.5M 0.01%
529,600
+3,800
1387
$43.4M 0.01%
850,000
1388
$43.4M 0.01%
796,600
+7,700
1389
$43.3M 0.01%
4,598,100
-6,768,520
1390
$43.1M 0.01%
2,231,100
+1,736,900
1391
$43M 0.01%
1,768,452
-516,310
1392
$42.9M 0.01%
3,211,980
1393
$42.8M 0.01%
+980,000
1394
$42.8M 0.01%
1,759,451
-39
1395
$42.5M 0.01%
886,200
-7,300
1396
$42.5M 0.01%
2,036,309
+57,059
1397
$42.4M 0.01%
6,067,900
+86,100
1398
$42.2M 0.01%
807,834
-23,000
1399
$42.2M 0.01%
1,651,450
+180,503
1400
$42.1M 0.01%
2,582,342
-22,100
54 55
56
57 58