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
$805B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,784
New
Increased
Reduced
Closed

Top Buys

1
+$1.17B
2
+$1.06B
3
+$886M
4
BDX icon
Becton Dickinson
BDX
+$857M
5
CTSH icon
Cognizant
CTSH
+$748M

Top Sells

1
+$1.13B
2
+$1.12B
3
+$957M
4
NXPI icon
NXP Semiconductors
NXPI
+$776M
5
CMG icon
Chipotle Mexican Grill
CMG
+$751M

Sector Composition

1 Technology 16.41%
2 Financials 16.28%
3 Healthcare 14.03%
4 Communication Services 10.88%
5 Consumer Discretionary 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$21M ﹤0.01%
1,046,084
+327,039
1627
$20.9M ﹤0.01%
1,068,872
-354,800
1628
$20.9M ﹤0.01%
1,452,766
+34,106
1629
$20.8M ﹤0.01%
2,834,373
-1,008,939
1630
$20.8M ﹤0.01%
2,243,433
+69,133
1631
$20.8M ﹤0.01%
2,055,747
-3,058,987
1632
$20.7M ﹤0.01%
3,678,579
-394,048
1633
$20.7M ﹤0.01%
514,349
+149,881
1634
$20.6M ﹤0.01%
562,546
-98,700
1635
$20.6M ﹤0.01%
346,683
+6,788
1636
$20.6M ﹤0.01%
956,737
+156,737
1637
$20.6M ﹤0.01%
1,581,148
-179,364
1638
$20.5M ﹤0.01%
596,380
-358,000
1639
$20.5M ﹤0.01%
1,268,586
+293,390
1640
$20.5M ﹤0.01%
687,230
-400
1641
$20.4M ﹤0.01%
379,710
+34,279
1642
$20.3M ﹤0.01%
933,662
-817,493
1643
$20.3M ﹤0.01%
385,051
+25,653
1644
$20.2M ﹤0.01%
+1,175,682
1645
$20.2M ﹤0.01%
3,489,100
-125,300
1646
$20.2M ﹤0.01%
2,263,470
+671,670
1647
$20.1M ﹤0.01%
1,062,500
+319,300
1648
$20M ﹤0.01%
3,061,612
-667,643
1649
$20M ﹤0.01%
258,400
1650
$19.8M ﹤0.01%
1,133,040
-6,883
64 65
66
67 68