Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

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
+30.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$856B
AUM Growth
+$21.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,474
New
Increased
Reduced
Closed

Top Buys

1
+$1.94B
2
+$1.13B
3
+$1.03B
4
ABBV icon
AbbVie
ABBV
+$985M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$980M

Top Sells

1
+$1.32B
2
+$1.3B
3
+$1.26B
4
APC
Anadarko Petroleum
APC
+$1.07B
5
BA icon
Boeing
BA
+$1.02B

Sector Composition

1 Technology 20.43%
2 Financials 15.4%
3 Healthcare 15.11%
4 Consumer Discretionary 11.35%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.25B 0.15%
30,573,334
-779,609
127
$1.25B 0.15%
6,893,720
+826,517
128
$1.24B 0.15%
20,015,987
-396,336
129
$1.24B 0.14%
4,202,391
+1,530,442
130
$1.22B 0.14%
9,381,105
+273,380
131
$1.22B 0.14%
19,494,793
-895,623
132
$1.22B 0.14%
10,805,097
+3,419,507
133
$1.21B 0.14%
39,967,661
+6,330,644
134
$1.2B 0.14%
10,212,014
+2,539,610
135
$1.18B 0.14%
8,743,292
-849,427
136
$1.17B 0.14%
14,956,704
-1,462,411
137
$1.17B 0.14%
8,637,877
-187,618
138
$1.16B 0.14%
13,718,614
+387,628
139
$1.16B 0.14%
15,980,516
+34,850
140
$1.15B 0.13%
3,168,959
+945,289
141
$1.15B 0.13%
6,773,675
+82,465
142
$1.15B 0.13%
10,454,501
+2,844,117
143
$1.14B 0.13%
2,357,871
+120,300
144
$1.13B 0.13%
+26,864,261
145
$1.13B 0.13%
13,470,795
+3,046,587
146
$1.12B 0.13%
20,733,767
+685,287
147
$1.12B 0.13%
18,186,773
+2,438,817
148
$1.12B 0.13%
24,857,641
-1,169,711
149
$1.12B 0.13%
38,597,765
+7,450,522
150
$1.11B 0.13%
23,484,636
+24,479
4 5
6
7 8