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
$611B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,584
New
Increased
Reduced
Closed

Top Buys

1
+$16.3B
2
+$12.3B
3
+$7.7B
4
KO icon
Coca-Cola
KO
+$6.15B
5
GILD icon
Gilead Sciences
GILD
+$5.8B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.52%
2 Healthcare 13.77%
3 Technology 12.63%
4 Consumer Discretionary 11.63%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$34.4M 0.01%
+1,561,558
1402
$34.4M 0.01%
+3,867,477
1403
$33.9M 0.01%
+1,274,000
1404
$33.8M 0.01%
+979,022
1405
$33.8M 0.01%
+4,900,000
1406
$33.7M 0.01%
+2,320,045
1407
$33.6M 0.01%
+6,754,000
1408
$33.6M 0.01%
+3,861,314
1409
$33.5M 0.01%
+3,151,340
1410
$33.5M 0.01%
+3,788,478
1411
$33.3M 0.01%
+1,017,500
1412
$33.2M 0.01%
+1,109,056
1413
$33M 0.01%
+1,806,331
1414
$33M 0.01%
+1,554,440
1415
$32.9M 0.01%
+1,449,488
1416
$32.8M 0.01%
+1,885,213
1417
$32.8M 0.01%
+132,308
1418
$32.7M 0.01%
+2,357,640
1419
$32.7M 0.01%
+588,570
1420
$32.7M 0.01%
+450,142
1421
$32.6M 0.01%
+857,262
1422
$32.6M 0.01%
+648,842
1423
$32.6M 0.01%
+7,746,752
1424
$32.5M 0.01%
+3,327,906
1425
$32.4M 0.01%
+1,150,483
55 56
57
58 59