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
$702B
AUM Growth
-$77.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$1.4B
2
+$922M
3
+$901M
4
AMZN icon
Amazon
AMZN
+$661M
5
EA icon
Electronic Arts
EA
+$620M

Top Sells

1
+$1.51B
2
+$1.47B
3
+$1.28B
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.27B
5
FDX icon
FedEx
FDX
+$1.18B

Sector Composition

1 Healthcare 18.04%
2 Financials 15.32%
3 Technology 13.95%
4 Consumer Discretionary 12.27%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$8.07M ﹤0.01%
502,016
+90,711
1977
$8.07M ﹤0.01%
1,642,677
+231,277
1978
$8.05M ﹤0.01%
140,480
+33,900
1979
$8.02M ﹤0.01%
294,700
-7,000
1980
$8M ﹤0.01%
350,557
1981
$7.96M ﹤0.01%
249,600
-17,400
1982
$7.88M ﹤0.01%
1,052,922
-37,704
1983
$7.84M ﹤0.01%
183,713
-158,300
1984
$7.83M ﹤0.01%
1,906,200
1985
$7.82M ﹤0.01%
309,000
-80,000
1986
$7.79M ﹤0.01%
192,926
-42,100
1987
$7.78M ﹤0.01%
485,600
-2,600
1988
$7.77M ﹤0.01%
217,945
-184,344
1989
$7.77M ﹤0.01%
104,906
-2,044
1990
$7.74M ﹤0.01%
1,566,818
-13,692
1991
$7.73M ﹤0.01%
401,298
+40,500
1992
$7.7M ﹤0.01%
327,122
+20,882
1993
$7.65M ﹤0.01%
148,500
-442,700
1994
$7.64M ﹤0.01%
412,950
+152,550
1995
$7.63M ﹤0.01%
31,892
1996
$7.52M ﹤0.01%
910,920
-230,142
1997
$7.52M ﹤0.01%
300,100
+100
1998
$7.51M ﹤0.01%
546,180
+210,000
1999
$7.49M ﹤0.01%
+126,300
2000
$7.45M ﹤0.01%
54,300
78 79
80
81 82