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
$702B
AUM Growth
-$77.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$1.4B
2
+$922M
3
+$901M
4
AMZN icon
Amazon
AMZN
+$661M
5
EA icon
Electronic Arts
EA
+$620M

Top Sells

1
+$1.51B
2
+$1.47B
3
+$1.28B
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.27B
5
FDX icon
FedEx
FDX
+$1.18B

Sector Composition

1 Healthcare 18.04%
2 Financials 15.32%
3 Technology 13.95%
4 Consumer Discretionary 12.27%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$32.7M ﹤0.01%
2,746,850
-582,627
1427
$32.7M ﹤0.01%
1,821,800
-222,050
1428
$32.7M ﹤0.01%
1,272,200
1429
$32.5M ﹤0.01%
1,704,250
+2,900
1430
$32.5M ﹤0.01%
2,130,751
-280,383
1431
$32.4M ﹤0.01%
2,240,260
1432
$32.3M ﹤0.01%
592,600
1433
$32.3M ﹤0.01%
637,009
-59,003
1434
$32.2M ﹤0.01%
1,773,900
-2,776,200
1435
$32.1M ﹤0.01%
2,881,273
-15,725
1436
$32.1M ﹤0.01%
364,861
-950,100
1437
$32.1M ﹤0.01%
343,400
+63,000
1438
$32M ﹤0.01%
900,074
-990,677
1439
$32M ﹤0.01%
1,499,194
1440
$31.8M ﹤0.01%
428,880
+3,676
1441
$31.8M ﹤0.01%
5,745,094
1442
$31.8M ﹤0.01%
728,892
+5,700
1443
$31.7M ﹤0.01%
4,988,261
-463,242
1444
$31.7M ﹤0.01%
+5,920,200
1445
$31.7M ﹤0.01%
384,648
+2,204
1446
$31.5M ﹤0.01%
1,732,200
1447
$31.5M ﹤0.01%
568,388
+182,384
1448
$31.4M ﹤0.01%
879,189
-775,230
1449
$31.4M ﹤0.01%
294,257
+57
1450
$31.3M ﹤0.01%
1,709,031
+81,200
56 57
58
59 60