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
$780B
AUM Growth
-$4.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,915
New
Increased
Reduced
Closed

Top Buys

1
+$2.1B
2
+$703M
3
+$679M
4
AMZN icon
Amazon
AMZN
+$612M
5
EMC
EMC CORPORATION
EMC
+$609M

Top Sells

1
+$1.59B
2
+$971M
3
+$887M
4
UNP icon
Union Pacific
UNP
+$870M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$856M

Sector Composition

1 Healthcare 19.28%
2 Financials 15.23%
3 Technology 14.11%
4 Consumer Discretionary 11.07%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$40.5M 0.01%
3,190,712
+797,084
1427
$40.5M 0.01%
2,826,300
+323,800
1428
$40.4M 0.01%
905,995
-1,588,346
1429
$40.3M 0.01%
2,070,966
1430
$40.3M 0.01%
834,952
-3,693,621
1431
$40M 0.01%
11,654,457
+9,818,757
1432
$40M 0.01%
616,794
+162,589
1433
$39.9M 0.01%
3,342,066
-383,608
1434
$39.8M 0.01%
2,787,840
-1,413,913
1435
$39.8M 0.01%
3,519,200
1436
$39.8M 0.01%
415,200
-31,200
1437
$39.6M 0.01%
858,239
+494,059
1438
$39.5M 0.01%
2,117,091
-506,203
1439
$39.4M 0.01%
860,000
+10,000
1440
$39.1M 0.01%
1,182,400
-136,225
1441
$39.1M 0.01%
890,594
-151,055
1442
$39.1M 0.01%
5,242,279
-212,267
1443
$39.1M 0.01%
1,193,522
-29,400
1444
$38.6M 0.01%
514,238
+278,922
1445
$38.6M ﹤0.01%
4,313,877
-54,900
1446
$38.5M ﹤0.01%
1,562,200
+149,700
1447
$38.4M ﹤0.01%
937,900
+449,800
1448
$38.3M ﹤0.01%
1,810,441
+1,500,441
1449
$38.3M ﹤0.01%
104,102
+23,013
1450
$38.1M ﹤0.01%
1,103,511
-556,966
56 57
58
59 60