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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.6B
2
+$1.52B
3
+$1.29B
4
FDX icon
FedEx
FDX
+$1.13B
5
CVX icon
Chevron
CVX
+$908M

Top Sells

1
+$1.16B
2
+$1.05B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$707M
5
AAPL icon
Apple
AAPL
+$672M

Sector Composition

1 Financials 15.84%
2 Healthcare 14.13%
3 Technology 12.81%
4 Consumer Discretionary 11.18%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$40.7M 0.01%
+2,147,254
1402
$40.6M 0.01%
1,215,683
+755,650
1403
$40.5M 0.01%
888,219
-37,176
1404
$40.5M 0.01%
3,566,980
+1,389,090
1405
$40.2M 0.01%
376,163
-306,600
1406
$40.2M 0.01%
6,228,478
+1,404,300
1407
$40.1M 0.01%
1,131,085
+407,465
1408
$40.1M 0.01%
1,711,072
-1,088,998
1409
$40M 0.01%
8,151,363
+7,727,379
1410
$39.8M 0.01%
1,807,873
+304,261
1411
$39.7M 0.01%
606,140
+14,520
1412
$39.6M 0.01%
1,514,346
-254,944
1413
$39.6M 0.01%
8,992,638
-7,871,522
1414
$39.5M 0.01%
749,978
+129,400
1415
$39.5M 0.01%
1,222,814
+7,000
1416
$39.5M 0.01%
1,629,647
-210,218
1417
$39.4M 0.01%
221,820
+100,520
1418
$39.3M 0.01%
4,314,361
+167,261
1419
$38.9M 0.01%
1,554,500
+104,500
1420
$38.8M 0.01%
+109,697
1421
$38.7M 0.01%
725,200
-110,224
1422
$38.7M 0.01%
3,372,850
+167,500
1423
$38.3M 0.01%
3,720,330
+1,702,681
1424
$38.3M 0.01%
779,830
-486,053
1425
$38.2M 0.01%
671,178
+30,784
55 56
57
58 59