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
$989B
AUM Growth
+$79.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,229
New
Increased
Reduced
Closed

Top Buys

1
+$2.51B
2
+$932M
3
+$785M
4
HOLX icon
Hologic
HOLX
+$774M
5
LOW icon
Lowe's Companies
LOW
+$757M

Top Sells

1
+$4.24B
2
+$3.4B
3
+$1.4B
4
ADBE icon
Adobe
ADBE
+$1.23B
5
V icon
Visa
V
+$1.2B

Sector Composition

1 Technology 27.4%
2 Healthcare 15.49%
3 Consumer Discretionary 14.52%
4 Financials 10.43%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$29.1M ﹤0.01%
961,052
+55,623
1402
$29.1M ﹤0.01%
2,624,620
+425,566
1403
$29M ﹤0.01%
2,081,328
+78
1404
$28.9M ﹤0.01%
609,202
+215,552
1405
$28.8M ﹤0.01%
+1,604,570
1406
$28.8M ﹤0.01%
+1,210,353
1407
$28.6M ﹤0.01%
5,280,048
+417,905
1408
$28.6M ﹤0.01%
1,195,623
-33,659
1409
$28.5M ﹤0.01%
2,279,826
+148,200
1410
$28.5M ﹤0.01%
555,047
-8,023,729
1411
$28.5M ﹤0.01%
3,562,804
-885,181
1412
$28.4M ﹤0.01%
925,767
-723,603
1413
$28.4M ﹤0.01%
610,928
+30,477
1414
$28.3M ﹤0.01%
+748,830
1415
$28.2M ﹤0.01%
679,392
-97,029
1416
$28.2M ﹤0.01%
180,905
-117
1417
$27.9M ﹤0.01%
451,957
+34,644
1418
$27.6M ﹤0.01%
1,957,834
-442,909
1419
$27.5M ﹤0.01%
279,675
+48,218
1420
$27.5M ﹤0.01%
1,688,958
+37,387
1421
$27.4M ﹤0.01%
1,378,964
-229,667
1422
$27.3M ﹤0.01%
450,756
-476,908
1423
$27.2M ﹤0.01%
1,094,048
-67,997
1424
$27.1M ﹤0.01%
3,600,529
+778,705
1425
$27M ﹤0.01%
6,131,453
-557,167
55 56
57
58 59