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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.65B
2
+$2.63B
3
+$1.47B
4
PRGO icon
Perrigo
PRGO
+$1.45B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.07B

Top Sells

1
+$1.77B
2
+$1.39B
3
+$1.25B
4
AMZN icon
Amazon
AMZN
+$959M
5
GE icon
GE Aerospace
GE
+$705M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.34%
3 Technology 13.12%
4 Consumer Discretionary 9.95%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$33M ﹤0.01%
1,298,888
-170,563
1502
$33M ﹤0.01%
862,100
+5,500
1503
$32.9M ﹤0.01%
2,522,317
+2,080,049
1504
$32.8M ﹤0.01%
2,620,005
-45,767
1505
$32.5M ﹤0.01%
1,789,661
-1,807,807
1506
$32.5M ﹤0.01%
+1,128,881
1507
$32.3M ﹤0.01%
1,427,300
-1,457,700
1508
$32.3M ﹤0.01%
1,090,300
+249,100
1509
$32.3M ﹤0.01%
793,680
+47,900
1510
$32.2M ﹤0.01%
1,296,300
+13,900
1511
$32.2M ﹤0.01%
301,714
+210,214
1512
$32.1M ﹤0.01%
756,705
-435,660
1513
$32M ﹤0.01%
4,822,646
-61,711
1514
$32M ﹤0.01%
4,016,132
+266,775
1515
$32M ﹤0.01%
368,116
+180,753
1516
$31.9M ﹤0.01%
1,021,609
+750,197
1517
$31.9M ﹤0.01%
282,578
-214,080
1518
$31.8M ﹤0.01%
1,886,040
-3,098,532
1519
$31.7M ﹤0.01%
7,376,300
+6,933,800
1520
$31.7M ﹤0.01%
1,315,989
+81,980
1521
$31.6M ﹤0.01%
1,386,212
1522
$31.5M ﹤0.01%
2,401,019
+365,747
1523
$31.5M ﹤0.01%
383,195
-764,663
1524
$31.4M ﹤0.01%
3,447,000
-555,651
1525
$31.4M ﹤0.01%
+2,248,100
59 60
61
62 63