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
$989B
AUM Growth
+$79.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,229
New
Increased
Reduced
Closed

Top Buys

1
+$2.51B
2
+$932M
3
+$785M
4
HOLX icon
Hologic
HOLX
+$774M
5
LOW icon
Lowe's Companies
LOW
+$757M

Top Sells

1
+$4.24B
2
+$3.4B
3
+$1.4B
4
ADBE icon
Adobe
ADBE
+$1.23B
5
V icon
Visa
V
+$1.2B

Sector Composition

1 Technology 27.4%
2 Healthcare 15.49%
3 Consumer Discretionary 14.52%
4 Financials 10.43%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$20.8M ﹤0.01%
1,421,300
-2,676,700
1527
$20.7M ﹤0.01%
1,546,660
+224,335
1528
$20.7M ﹤0.01%
600,678
-142,295
1529
$20.6M ﹤0.01%
288,404
-328,154
1530
$20.6M ﹤0.01%
+174,512
1531
$20.5M ﹤0.01%
4,947,181
+46,755
1532
$20.5M ﹤0.01%
+524,730
1533
$20.4M ﹤0.01%
113,513
-15,967
1534
$20.4M ﹤0.01%
469,717
+301,611
1535
$20.3M ﹤0.01%
4,001,156
+4,001,155
1536
$20.3M ﹤0.01%
1,856,224
-717
1537
$20.2M ﹤0.01%
348,064
-2,983
1538
$20.2M ﹤0.01%
7,404,393
-1,045,725
1539
$20.2M ﹤0.01%
560,953
-15,348
1540
$20.1M ﹤0.01%
2,523,783
1541
$20.1M ﹤0.01%
1,120,261
+2,401
1542
$20.1M ﹤0.01%
2,556,398
-337,200
1543
$20M ﹤0.01%
+112,651
1544
$20M ﹤0.01%
1,706,686
+214,874
1545
$20M ﹤0.01%
210,189
+132,303
1546
$20M ﹤0.01%
1,349,910
+1,015,629
1547
$20M ﹤0.01%
1,998,870
+41,121
1548
$19.9M ﹤0.01%
2,385,325
-863,140
1549
$19.8M ﹤0.01%
697,233
-14,143
1550
$19.8M ﹤0.01%
1,878,095
+1,877,792
60 61
62
63 64