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
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.6B
2
+$1.52B
3
+$1.29B
4
FDX icon
FedEx
FDX
+$1.13B
5
CVX icon
Chevron
CVX
+$908M

Top Sells

1
+$1.16B
2
+$1.05B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$707M
5
AAPL icon
Apple
AAPL
+$672M

Sector Composition

1 Financials 15.84%
2 Healthcare 14.13%
3 Technology 12.81%
4 Consumer Discretionary 11.18%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$21.6M ﹤0.01%
272,453
+37,207
1652
$21.6M ﹤0.01%
607,900
+200,600
1653
$21.5M ﹤0.01%
611,300
+191,100
1654
$21.4M ﹤0.01%
896,507
-940,224
1655
$21.3M ﹤0.01%
3,749,357
+250,500
1656
$21.3M ﹤0.01%
884,115
+469,540
1657
$21.2M ﹤0.01%
4,038,775
+467,237
1658
$21.2M ﹤0.01%
525,000
1659
$21.1M ﹤0.01%
1,186,100
-753,900
1660
$21M ﹤0.01%
625,021
+25,000
1661
$21M ﹤0.01%
1,532,029
1662
$20.9M ﹤0.01%
114,060
+17,143
1663
$20.9M ﹤0.01%
452,196
-1,524,782
1664
$20.9M ﹤0.01%
900,100
1665
$20.9M ﹤0.01%
1,043,519
-6,504,467
1666
$20.8M ﹤0.01%
343,120
+60,100
1667
$20.8M ﹤0.01%
692,381
-88,626
1668
$20.8M ﹤0.01%
449,221
+398,732
1669
$20.6M ﹤0.01%
841,200
+316,200
1670
$20.5M ﹤0.01%
1,137,800
+1,012,400
1671
$20.4M ﹤0.01%
1,045,779
+676,779
1672
$20.4M ﹤0.01%
464,373
+3,441
1673
$20.4M ﹤0.01%
175,000
1674
$20.4M ﹤0.01%
360,364
+405
1675
$20.3M ﹤0.01%
1,341,164
+743,751
65 66
67
68 69