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
1851
$7.66M ﹤0.01%
30,560
-14,245
1852
$7.66M ﹤0.01%
226,141
-43,511
1853
$7.64M ﹤0.01%
168,263
-3,942
1854
$7.62M ﹤0.01%
57,170
1855
$7.62M ﹤0.01%
504,383
1856
$7.59M ﹤0.01%
551,865
-629
1857
$7.57M ﹤0.01%
800,029
-3,144,068
1858
$7.56M ﹤0.01%
212,347
+1,145
1859
$7.52M ﹤0.01%
40,686
1860
$7.52M ﹤0.01%
+462,513
1861
$7.49M ﹤0.01%
1,332,600
-5
1862
$7.48M ﹤0.01%
434,719
+213,561
1863
$7.43M ﹤0.01%
281,000
-116,110
1864
$7.4M ﹤0.01%
80,415
-5,738
1865
$7.39M ﹤0.01%
1,505,990
-720,078
1866
$7.38M ﹤0.01%
521,469
1867
$7.32M ﹤0.01%
180,904
+211
1868
$7.29M ﹤0.01%
379,161
-643,137
1869
$7.2M ﹤0.01%
761,827
-66,600
1870
$7.19M ﹤0.01%
342,376
-112,166
1871
$7.19M ﹤0.01%
59,754
-59,219
1872
$7.16M ﹤0.01%
50,475
1873
$7.11M ﹤0.01%
530,190
-11,300
1874
$7.05M ﹤0.01%
249,609
-3,000
1875
$7.05M ﹤0.01%
+18,253
73 74
75
76 77