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
$989B
AUM Growth
+$79.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,229
New
Increased
Reduced
Closed

Top Buys

1
+$2.51B
2
+$932M
3
+$785M
4
HOLX icon
Hologic
HOLX
+$774M
5
LOW icon
Lowe's Companies
LOW
+$757M

Top Sells

1
+$4.24B
2
+$3.4B
3
+$1.4B
4
ADBE icon
Adobe
ADBE
+$1.23B
5
V icon
Visa
V
+$1.2B

Sector Composition

1 Technology 27.4%
2 Healthcare 15.49%
3 Consumer Discretionary 14.52%
4 Financials 10.43%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$4.67M ﹤0.01%
106,671
-464
2002
$4.63M ﹤0.01%
23,685
-580
2003
$4.57M ﹤0.01%
165,615
+16,306
2004
$4.53M ﹤0.01%
1,402,874
2005
$4.52M ﹤0.01%
62,810
-249,128
2006
$4.51M ﹤0.01%
53,475
-22,087
2007
$4.47M ﹤0.01%
22,608
-2,814
2008
$4.44M ﹤0.01%
90,743
-9,954
2009
$4.43M ﹤0.01%
+153,150
2010
$4.38M ﹤0.01%
58,928
+10,455
2011
$4.36M ﹤0.01%
85,363
-71
2012
$4.36M ﹤0.01%
111,577
+63,737
2013
$4.36M ﹤0.01%
312,875
-594,086
2014
$4.35M ﹤0.01%
370,504
-9,841
2015
$4.34M ﹤0.01%
709,400
2016
$4.28M ﹤0.01%
125,950
+79,597
2017
$4.27M ﹤0.01%
318,060
+25,278
2018
$4.26M ﹤0.01%
331,908
2019
$4.25M ﹤0.01%
332,267
-8,770
2020
$4.23M ﹤0.01%
20,723
-1,171
2021
$4.2M ﹤0.01%
37,552
+37,107
2022
$4.19M ﹤0.01%
83,500
2023
$4.18M ﹤0.01%
702,304
-156,296
2024
$4.14M ﹤0.01%
122,228
2025
$4.12M ﹤0.01%
213,564
-21,436
79 80
81
82 83