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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$2.13B
2
+$1.75B
3
+$1.08B
4
MSFT icon
Microsoft
MSFT
+$922M
5
YHOO
Yahoo Inc
YHOO
+$816M

Top Sells

1
+$1.41B
2
+$1.31B
3
+$1.26B
4
CMCSA icon
Comcast
CMCSA
+$1.24B
5
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.2B

Sector Composition

1 Financials 15.19%
2 Healthcare 14.35%
3 Technology 12.92%
4 Consumer Discretionary 11.75%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.12B 0.17%
12,159,127
+3,238,896
127
$1.11B 0.17%
24,809,940
+4,557,544
128
$1.11B 0.17%
5,873,050
-134,920
129
$1.1B 0.17%
12,742,560
+541,079
130
$1.1B 0.17%
29,351,163
+5,615,001
131
$1.08B 0.17%
22,269,062
+6,945,482
132
$1.08B 0.16%
30,013,665
-12,320,813
133
$1.06B 0.16%
41,460,333
+8,215,798
134
$1.06B 0.16%
20,876,572
+2,669,510
135
$1.05B 0.16%
19,616,728
+3,718,854
136
$1.05B 0.16%
20,238,009
+5,667,811
137
$1.05B 0.16%
12,329,177
+2,384,708
138
$1.05B 0.16%
27,801,123
+2,452,686
139
$1.04B 0.16%
68,735,121
+7,771,988
140
$1.04B 0.16%
11,604,134
+1,258,455
141
$1.03B 0.16%
14,019,878
-13,081,055
142
$1.01B 0.15%
16,329,614
-7,973,792
143
$997M 0.15%
11,758,112
+569,824
144
$992M 0.15%
50,323,015
+9,688,282
145
$992M 0.15%
19,123,815
+1,811,747
146
$989M 0.15%
7,705,882
-1,866,087
147
$984M 0.15%
23,559,649
-4,601,012
148
$974M 0.15%
23,977,942
+871,351
149
$970M 0.15%
48,834,010
-6,304,816
150
$964M 0.15%
10,580,453
-215,430
4 5
6
7 8