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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.65B
2
+$2.63B
3
+$1.47B
4
PRGO icon
Perrigo
PRGO
+$1.45B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.07B

Top Sells

1
+$1.77B
2
+$1.39B
3
+$1.25B
4
AMZN icon
Amazon
AMZN
+$959M
5
GE icon
GE Aerospace
GE
+$705M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.34%
3 Technology 13.12%
4 Consumer Discretionary 9.95%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$38.6M 0.01%
157,720
1427
$38.5M 0.01%
956,460
+122,723
1428
$38.5M 0.01%
2,345,516
-2,097,081
1429
$38.4M 0.01%
1,294,200
+138,600
1430
$38.2M 0.01%
632,200
+201,900
1431
$38.2M 0.01%
1,183,960
+256,460
1432
$38.2M 0.01%
443,368
-498,928
1433
$38.1M 0.01%
986,637
-839,327
1434
$37.9M 0.01%
137,980
-304,186
1435
$37.8M 0.01%
1,064,766
+219,350
1436
$37.7M 0.01%
1,104,600
-1,657,676
1437
$37.4M 0.01%
+1,527,675
1438
$37.4M 0.01%
1,461,152
+168,143
1439
$37.4M 0.01%
716,168
-1,806,925
1440
$37.1M 0.01%
671,191
+6,863
1441
$37.1M 0.01%
558,544
-1,023,992
1442
$36.9M 0.01%
775,580
+31,500
1443
$36.7M 0.01%
680,000
1444
$36.6M 0.01%
+1,551,500
1445
$36.6M 0.01%
1,103,115
-427,500
1446
$36.6M 0.01%
268,901
-8,549
1447
$36.5M 0.01%
1,038,414
-33,082
1448
$36.5M 0.01%
2,187,944
-247,470
1449
$36.5M 0.01%
561,547
-1,063,756
1450
$36.4M 0.01%
411,605
+296,605
56 57
58
59 60