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
$751B
AUM Growth
+$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,805
New
Increased
Reduced
Closed

Top Buys

1
+$2.94B
2
+$1.82B
3
+$1.24B
4
AGN
Allergan plc
AGN
+$751M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$746M

Top Sells

1
+$1.92B
2
+$1.58B
3
+$1.56B
4
MCD icon
McDonald's
MCD
+$946M
5
MDVN
MEDIVATION, INC.
MDVN
+$936M

Sector Composition

1 Healthcare 15.65%
2 Technology 15.09%
3 Financials 13.7%
4 Consumer Discretionary 11.79%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19B 0.16%
17,374,200
-2,200,190
127
$1.19B 0.16%
11,378,803
+832,081
128
$1.18B 0.16%
20,606,967
+1,424,117
129
$1.17B 0.16%
5,478,923
+1,216,482
130
$1.16B 0.16%
19,089,395
+13,282
131
$1.16B 0.15%
64,653,912
-133,840
132
$1.15B 0.15%
12,513,369
-1,668,879
133
$1.13B 0.15%
28,659,676
-1,724,600
134
$1.13B 0.15%
35,702,203
-6,588,442
135
$1.13B 0.15%
37,677,210
-4,019,403
136
$1.13B 0.15%
21,038,099
+2,574,957
137
$1.12B 0.15%
8,875,100
+1,420,262
138
$1.12B 0.15%
2,662,420
+75,434
139
$1.12B 0.15%
117,927,830
+14,756,340
140
$1.11B 0.15%
12,534,951
+3,836,841
141
$1.11B 0.15%
25,219,176
-2,830,880
142
$1.11B 0.15%
26,060,187
-69,255
143
$1.1B 0.15%
40,228,088
-553,226
144
$1.09B 0.15%
69,798,206
-4,506,529
145
$1.09B 0.15%
128,693,500
-25,333,100
146
$1.09B 0.14%
11,852,009
+543,091
147
$1.08B 0.14%
13,595,722
+3,294,686
148
$1.08B 0.14%
12,852,233
+249,860
149
$1.07B 0.14%
28,904,365
-9,125,299
150
$1.07B 0.14%
22,733,505
+58,696
4 5
6
7 8