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
$805B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,784
New
Increased
Reduced
Closed

Top Buys

1
+$1.17B
2
+$1.06B
3
+$886M
4
BDX icon
Becton Dickinson
BDX
+$857M
5
CTSH icon
Cognizant
CTSH
+$748M

Top Sells

1
+$1.13B
2
+$1.12B
3
+$957M
4
NXPI icon
NXP Semiconductors
NXPI
+$776M
5
CMG icon
Chipotle Mexican Grill
CMG
+$751M

Sector Composition

1 Technology 16.41%
2 Financials 16.28%
3 Healthcare 14.03%
4 Communication Services 10.88%
5 Consumer Discretionary 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$8.15M ﹤0.01%
563,732
1952
$8.13M ﹤0.01%
405,845
+25
1953
$8.13M ﹤0.01%
1,352,800
-4,810
1954
$8.13M ﹤0.01%
+376,168
1955
$8.12M ﹤0.01%
138,906
+7,873
1956
$8.07M ﹤0.01%
390,801
+244,770
1957
$7.98M ﹤0.01%
+298,100
1958
$7.98M ﹤0.01%
416,693
+358,800
1959
$7.89M ﹤0.01%
1,013,643
+137,300
1960
$7.86M ﹤0.01%
66,478
+312
1961
$7.85M ﹤0.01%
278,801
-37,111
1962
$7.82M ﹤0.01%
92,378
1963
$7.82M ﹤0.01%
285,435
+140,931
1964
$7.78M ﹤0.01%
1,654,311
-51,000
1965
$7.78M ﹤0.01%
260,039
+60,039
1966
$7.76M ﹤0.01%
+400,867
1967
$7.75M ﹤0.01%
99,455
+17,293
1968
$7.73M ﹤0.01%
148,275
+31,888
1969
$7.7M ﹤0.01%
355,091
+57,550
1970
$7.59M ﹤0.01%
154,397
-36,355
1971
$7.53M ﹤0.01%
161,028
-101,118
1972
$7.52M ﹤0.01%
222,516
+172,752
1973
$7.51M ﹤0.01%
251,876
+85,709
1974
$7.49M ﹤0.01%
153,634
-80,736
1975
$7.46M ﹤0.01%
375,564
+30,378
77 78
79
80 81