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
$611B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,584
New
Increased
Reduced
Closed

Top Buys

1
+$16.3B
2
+$12.3B
3
+$7.7B
4
KO icon
Coca-Cola
KO
+$6.15B
5
GILD icon
Gilead Sciences
GILD
+$5.8B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.52%
2 Healthcare 13.77%
3 Technology 12.63%
4 Consumer Discretionary 11.63%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.03B 0.17%
+42,044,371
127
$1.02B 0.17%
+12,201,481
128
$1.01B 0.17%
+14,658,942
129
$1.01B 0.16%
+11,807,639
130
$1B 0.16%
+35,165,789
131
$1B 0.16%
+17,155,440
132
$996M 0.16%
+4,285,162
133
$956M 0.16%
+25,348,437
134
$912M 0.15%
+20,383,464
135
$910M 0.15%
+19,092,844
136
$909M 0.15%
+18,207,062
137
$901M 0.15%
+30,750,137
138
$896M 0.15%
+12,804,237
139
$895M 0.15%
+14,637,961
140
$894M 0.15%
+11,188,288
141
$892M 0.15%
+12,310,436
142
$888M 0.15%
+10,231,656
143
$888M 0.15%
+13,978,849
144
$885M 0.14%
+41,576,307
145
$885M 0.14%
+20,252,396
146
$876M 0.14%
+10,345,679
147
$873M 0.14%
+10,795,883
148
$870M 0.14%
+6,007,970
149
$856M 0.14%
+3,392,875
150
$845M 0.14%
+12,841,780
4 5
6
7 8