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
$746B
AUM Growth
+$25.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1
+$1.58B
2
+$1.44B
3
+$1.07B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$874M
5
JNJ icon
Johnson & Johnson
JNJ
+$833M

Top Sells

1
+$3.73B
2
+$1.5B
3
+$1.21B
4
BHC icon
Bausch Health
BHC
+$1.1B
5
YHOO
Yahoo Inc
YHOO
+$999M

Sector Composition

1 Healthcare 14.86%
2 Financials 14.6%
3 Technology 13.43%
4 Consumer Discretionary 9.44%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$39.4M 0.01%
1,329,610
+1,311,410
1427
$39.3M 0.01%
157,720
1428
$39.2M 0.01%
1,460,713
+847,561
1429
$39.2M 0.01%
601,300
-391,700
1430
$39.2M 0.01%
1,639,112
+847,090
1431
$39.1M 0.01%
685,000
+5,000
1432
$39.1M 0.01%
1,400,955
+1,248,990
1433
$39M 0.01%
879,652
+212,852
1434
$39M 0.01%
816,356
+38,772
1435
$38.9M 0.01%
2,049,900
+49,900
1436
$38.7M 0.01%
519,400
-159,694
1437
$38.6M 0.01%
701,029
+73,613
1438
$38.5M 0.01%
2,353,348
+3,819
1439
$38.5M 0.01%
2,524,272
+407,072
1440
$38.4M 0.01%
677,558
-38,610
1441
$38.3M 0.01%
1,276,468
+1,194,668
1442
$38.2M 0.01%
889,160
+400,000
1443
$38.2M 0.01%
1,298,737
-100,043
1444
$38.2M 0.01%
111,558
-38,804
1445
$38.1M 0.01%
1,225,894
-99,300
1446
$38M 0.01%
1,815,980
-14,788
1447
$37.7M 0.01%
850,000
1448
$37.7M 0.01%
1,015,510
-22,904
1449
$37.7M 0.01%
853,155
+89,966
1450
$37.6M 0.01%
1,548,394
+4,500
56 57
58
59 60