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
$722B
AUM Growth
-$184B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,605
New
Increased
Reduced
Closed

Top Buys

1
+$2.56B
2
+$1.91B
3
+$919M
4
CI icon
Cigna
CI
+$806M
5
NFLX icon
Netflix
NFLX
+$669M

Top Sells

1
+$1.39B
2
+$1.12B
3
+$1.12B
4
CMCSA icon
Comcast
CMCSA
+$1.09B
5
BDX icon
Becton Dickinson
BDX
+$1B

Sector Composition

1 Technology 25.61%
2 Healthcare 16.48%
3 Financials 12.48%
4 Consumer Discretionary 10.87%
5 Communication Services 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$7.33M ﹤0.01%
521,469
1727
$7.27M ﹤0.01%
137,207
+10,633
1728
$7.26M ﹤0.01%
11,348,165
+54,328
1729
$7.25M ﹤0.01%
156,481
-33,966
1730
$7.24M ﹤0.01%
2,335,792
+1,004,464
1731
$7.22M ﹤0.01%
1,102,093
+85,765
1732
$7.21M ﹤0.01%
1,354,975
-7,218
1733
$7.17M ﹤0.01%
1,393,004
+1,203,071
1734
$7.11M ﹤0.01%
+2,338,558
1735
$7.1M ﹤0.01%
864,847
+479,660
1736
$7.08M ﹤0.01%
703,503
1737
$7.05M ﹤0.01%
1,425,835
1738
$7.05M ﹤0.01%
269,800
-64,370
1739
$7.02M ﹤0.01%
1,336,660
-123,900
1740
$6.98M ﹤0.01%
23,260
-6,740
1741
$6.95M ﹤0.01%
63,568
1742
$6.95M ﹤0.01%
443,753
-24,209
1743
$6.92M ﹤0.01%
698,300
-4,420
1744
$6.9M ﹤0.01%
1,905,820
-642,672
1745
$6.89M ﹤0.01%
593,071
+101,100
1746
$6.85M ﹤0.01%
4,230,900
+1,041,200
1747
$6.84M ﹤0.01%
717,100
+716,955
1748
$6.81M ﹤0.01%
249,472
-41,075
1749
$6.79M ﹤0.01%
1,417,938
+967,844
1750
$6.69M ﹤0.01%
1,470,700
+1,017,499
68 69
70
71 72