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
1951
$3.12M ﹤0.01%
84,835
-111,248
1952
$3.1M ﹤0.01%
53,448
+52,679
1953
$3.1M ﹤0.01%
156,183
-4,611
1954
$3.09M ﹤0.01%
85,272
+76,855
1955
$3.09M ﹤0.01%
302,256
-5,700
1956
$3.08M ﹤0.01%
518,541
-5,400
1957
$3.08M ﹤0.01%
82,780
+78,409
1958
$3.08M ﹤0.01%
188,683
+9,444
1959
$3.07M ﹤0.01%
638,991
+20,938
1960
$3.07M ﹤0.01%
73,059
-36,124
1961
$3.06M ﹤0.01%
1,717,312
-412,340
1962
$3M ﹤0.01%
+126,716
1963
$2.99M ﹤0.01%
828,628
-1,001,442
1964
$2.98M ﹤0.01%
1,976,054
+893,902
1965
$2.98M ﹤0.01%
1,206,733
-134,900
1966
$2.96M ﹤0.01%
198,184
-43,301
1967
$2.93M ﹤0.01%
6,253,171
-1,460,949
1968
$2.93M ﹤0.01%
+70,000
1969
$2.9M ﹤0.01%
311,185
+12,923
1970
$2.9M ﹤0.01%
791,425
+178,355
1971
$2.89M ﹤0.01%
361,536
-509,713
1972
$2.87M ﹤0.01%
15,570,550
+16,239
1973
$2.87M ﹤0.01%
95,638
+73,217
1974
$2.86M ﹤0.01%
352,141
+204,139
1975
$2.85M ﹤0.01%
187,011
+128,550
77 78
79
80 81