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
1976
$7.46M ﹤0.01%
2,346,429
+2,070,588
1977
$7.46M ﹤0.01%
704,022
-4,426
1978
$7.45M ﹤0.01%
2,349,710
-412,301
1979
$7.42M ﹤0.01%
218,701
-70,129
1980
$7.38M ﹤0.01%
3,055,622
-54,998
1981
$7.36M ﹤0.01%
595,966
+36,144
1982
$7.36M ﹤0.01%
1,603,622
+159,218
1983
$7.35M ﹤0.01%
211,997
+50,342
1984
$7.33M ﹤0.01%
531,355
-212,925
1985
$7.33M ﹤0.01%
259,972
-8,937
1986
$7.29M ﹤0.01%
177,529
+1,955
1987
$7.28M ﹤0.01%
464,963
-241,100
1988
$7.27M ﹤0.01%
649,293
+49,293
1989
$7.24M ﹤0.01%
181,625
-836,528
1990
$7.2M ﹤0.01%
1,395,550
+160,000
1991
$7.12M ﹤0.01%
76,854
+2,489
1992
$7.1M ﹤0.01%
1,352,083
-171,105
1993
$7.09M ﹤0.01%
4,893,322
1994
$7.06M ﹤0.01%
590,800
-1,116,468
1995
$7.01M ﹤0.01%
1,417,100
1996
$7.01M ﹤0.01%
467,500
-1,690,333
1997
$6.98M ﹤0.01%
591,531
+57,032
1998
$6.98M ﹤0.01%
284,169
-104,700
1999
$6.97M ﹤0.01%
342,263
-2,891,867
2000
$6.93M ﹤0.01%
233,683
78 79
80
81 82