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
$723B
AUM Growth
-$20.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,862
New
Increased
Reduced
Closed

Top Buys

1
+$1.37B
2
+$865M
3
+$841M
4
RTX icon
RTX Corp
RTX
+$803M
5
AMZN icon
Amazon
AMZN
+$738M

Top Sells

1
+$2.39B
2
+$1.51B
3
+$1.24B
4
GMCR
KEURIG GREEN MTN INC
GMCR
+$1.19B
5
WFC icon
Wells Fargo
WFC
+$1.16B

Sector Composition

1 Healthcare 16.15%
2 Financials 13.85%
3 Technology 13.72%
4 Consumer Discretionary 12.66%
5 Communication Services 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$32.1M ﹤0.01%
300,832
+4,632
1427
$32.1M ﹤0.01%
294,263
1428
$32.1M ﹤0.01%
254,812
-18,427
1429
$32M ﹤0.01%
614,488
+67,435
1430
$31.9M ﹤0.01%
3,217,170
-4,100
1431
$31.9M ﹤0.01%
1,568,391
+124,992
1432
$31.8M ﹤0.01%
+2,194,797
1433
$31.8M ﹤0.01%
719,392
-5,800
1434
$31.8M ﹤0.01%
405,576
-8,216
1435
$31.7M ﹤0.01%
1,965,821
-10,696
1436
$31.5M ﹤0.01%
732,000
+60,000
1437
$31.5M ﹤0.01%
1,266,000
+4,000
1438
$31.4M ﹤0.01%
3,209,362
+466,819
1439
$31.3M ﹤0.01%
439,872
-245,818
1440
$31.3M ﹤0.01%
940,648
+119,745
1441
$31.2M ﹤0.01%
1,526,800
-20,100
1442
$31.2M ﹤0.01%
1,065,200
-220,600
1443
$31.2M ﹤0.01%
193,533
+941
1444
$31.2M ﹤0.01%
4,009,649
+705,737
1445
$31.1M ﹤0.01%
1,381,023
-343,424
1446
$30.9M ﹤0.01%
2,228,700
+1,790,300
1447
$30.8M ﹤0.01%
1,441,686
-470,673
1448
$30.7M ﹤0.01%
3,179,557
-530,571
1449
$30.7M ﹤0.01%
665,672
+9,400
1450
$30.7M ﹤0.01%
1,387,200
+752,000
56 57
58
59 60