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
2001
$2.53M ﹤0.01%
48,442
+26,116
2002
$2.52M ﹤0.01%
22,668
-1,489
2003
$2.51M ﹤0.01%
7,514,080
+2,351,400
2004
$2.48M ﹤0.01%
108,728
-1,441,513
2005
$2.48M ﹤0.01%
197,369
+179,695
2006
$2.47M ﹤0.01%
29,396
+532
2007
$2.46M ﹤0.01%
68,682
-24,924
2008
$2.45M ﹤0.01%
358,366
2009
$2.45M ﹤0.01%
102,486
-10,950
2010
$2.44M ﹤0.01%
+204,151
2011
$2.44M ﹤0.01%
74,563
-1,184,532
2012
$2.42M ﹤0.01%
188,157
+10,272
2013
$2.41M ﹤0.01%
232,692
-83
2014
$2.38M ﹤0.01%
73,394
-7,249
2015
$2.36M ﹤0.01%
120,914
-87,973
2016
$2.35M ﹤0.01%
361,769
+60,038
2017
$2.33M ﹤0.01%
187,029
-500
2018
$2.33M ﹤0.01%
5,420,912
2019
$2.32M ﹤0.01%
149,984
-14,282
2020
$2.32M ﹤0.01%
128,727
-335,787
2021
$2.3M ﹤0.01%
29,388
-38,984
2022
$2.29M ﹤0.01%
82,484
+81,293
2023
$2.29M ﹤0.01%
134,300
+74,600
2024
$2.29M ﹤0.01%
34,241
2025
$2.26M ﹤0.01%
31,545
+18,231
79 80
81
82 83