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
$856B
AUM Growth
+$21.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,474
New
Increased
Reduced
Closed

Top Buys

1
+$1.94B
2
+$1.13B
3
+$1.03B
4
ABBV icon
AbbVie
ABBV
+$985M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$980M

Top Sells

1
+$1.32B
2
+$1.3B
3
+$1.26B
4
APC
Anadarko Petroleum
APC
+$1.07B
5
BA icon
Boeing
BA
+$1.02B

Sector Composition

1 Technology 20.43%
2 Financials 15.4%
3 Healthcare 15.1%
4 Consumer Discretionary 11.35%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$7.85M ﹤0.01%
703,870
-60,925
1877
$7.85M ﹤0.01%
202,520
+664
1878
$7.83M ﹤0.01%
395,239
-1,877
1879
$7.82M ﹤0.01%
725,858
-63
1880
$7.79M ﹤0.01%
1,042,351
+28,500
1881
$7.78M ﹤0.01%
1,401,556
-684,539
1882
$7.77M ﹤0.01%
656,053
+2,707
1883
$7.76M ﹤0.01%
1,070,147
+29,200
1884
$7.75M ﹤0.01%
44,174
-8,404
1885
$7.7M ﹤0.01%
289,563
+37,694
1886
$7.6M ﹤0.01%
301,291
-10,973
1887
$7.6M ﹤0.01%
43,899
+138
1888
$7.59M ﹤0.01%
538,975
-249,834
1889
$7.57M ﹤0.01%
289,114
+2,569
1890
$7.55M ﹤0.01%
1,441,845
1891
$7.47M ﹤0.01%
55,090
-44,557
1892
$7.47M ﹤0.01%
311,137
1893
$7.42M ﹤0.01%
175,376
-16,800
1894
$7.32M ﹤0.01%
221,097
+45,447
1895
$7.29M ﹤0.01%
397,900
+5,300
1896
$7.22M ﹤0.01%
62,180
1897
$7.2M ﹤0.01%
44,678
-32,043
1898
$7.17M ﹤0.01%
1,460,643
-199,134
1899
$7.16M ﹤0.01%
634,306
1900
$7.15M ﹤0.01%
616,105
-304,836
74 75
76
77 78