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
$856B
AUM Growth
+$21.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,474
New
Increased
Reduced
Closed

Top Buys

1
+$1.94B
2
+$1.13B
3
+$1.03B
4
ABBV icon
AbbVie
ABBV
+$985M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$980M

Top Sells

1
+$1.32B
2
+$1.3B
3
+$1.26B
4
APC
Anadarko Petroleum
APC
+$1.07B
5
BA icon
Boeing
BA
+$1.02B

Sector Composition

1 Technology 20.43%
2 Financials 15.4%
3 Healthcare 15.1%
4 Consumer Discretionary 11.35%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$34.7M ﹤0.01%
2,060,260
1377
$34.6M ﹤0.01%
1,806,692
+824,834
1378
$34.5M ﹤0.01%
590,075
-403,213
1379
$34.5M ﹤0.01%
1,995,308
+1
1380
$34.4M ﹤0.01%
2,100,647
-158,656
1381
$34.3M ﹤0.01%
3,437,546
+8,581
1382
$34M ﹤0.01%
746,269
+27,761
1383
$33.9M ﹤0.01%
1,490,943
+339,762
1384
$33.7M ﹤0.01%
1,390,131
+381,827
1385
$33.6M ﹤0.01%
278,936
-56,644
1386
$33.6M ﹤0.01%
970,224
-460,866
1387
$33.5M ﹤0.01%
675,133
-570,347
1388
$33.4M ﹤0.01%
187,633
+20,982
1389
$33.4M ﹤0.01%
30,400
+1,000
1390
$33.4M ﹤0.01%
548,948
+94
1391
$33.2M ﹤0.01%
519,685
+137,378
1392
$33.1M ﹤0.01%
2,566,455
-1,906,329
1393
$33.1M ﹤0.01%
260,719
+39,712
1394
$33M ﹤0.01%
271,909
-98,880
1395
$33M ﹤0.01%
716,148
-285
1396
$32.7M ﹤0.01%
551,495
+50,055
1397
$32.6M ﹤0.01%
499,082
-2,372,462
1398
$32.4M ﹤0.01%
426,149
-7,325
1399
$32.4M ﹤0.01%
31,729
+31,701
1400
$32.4M ﹤0.01%
802,227
+670,481
54 55
56
57 58