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
1676
$21.8M ﹤0.01%
537,531
-49,001
1677
$21.8M ﹤0.01%
464,373
1678
$21.7M ﹤0.01%
107,082
1679
$21.7M ﹤0.01%
319,220
-23,900
1680
$21.6M ﹤0.01%
356,504
+214,284
1681
$21.6M ﹤0.01%
554,008
-73,959
1682
$21.6M ﹤0.01%
571,706
+212,356
1683
$21.4M ﹤0.01%
957,160
+73,045
1684
$21.4M ﹤0.01%
2,244,345
+169,800
1685
$21.4M ﹤0.01%
277,800
+103,040
1686
$21.4M ﹤0.01%
950,000
1687
$21.2M ﹤0.01%
1,000,000
1688
$21.2M ﹤0.01%
766,500
-406,500
1689
$20.9M ﹤0.01%
+562,000
1690
$20.9M ﹤0.01%
+1,000,000
1691
$20.9M ﹤0.01%
465,044
+15,015
1692
$20.8M ﹤0.01%
2,755,860
-3,358,014
1693
$20.8M ﹤0.01%
588,986
-472,816
1694
$20.8M ﹤0.01%
928,870
+525,605
1695
$20.8M ﹤0.01%
570,050
-113,210
1696
$20.8M ﹤0.01%
1,612,800
+269,200
1697
$20.7M ﹤0.01%
306,800
+38,950
1698
$20.7M ﹤0.01%
2,701,219
-822,961
1699
$20.6M ﹤0.01%
48,071
+36,723
1700
$20.6M ﹤0.01%
601,470
+3,309
66 67
68
69 70