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
2101
$2.9M ﹤0.01%
118,511
-7,800
2102
$2.89M ﹤0.01%
358,366
2103
$2.85M ﹤0.01%
26,369
+1,351
2104
$2.85M ﹤0.01%
136,993
-7,699
2105
$2.81M ﹤0.01%
521,816
-21,200
2106
$2.78M ﹤0.01%
133,409
-124
2107
$2.77M ﹤0.01%
79,110
+10,314
2108
$2.75M ﹤0.01%
143,101
2109
$2.74M ﹤0.01%
86,330
+119
2110
$2.74M ﹤0.01%
356,974
-60,766
2111
$2.73M ﹤0.01%
145,624
-415
2112
$2.72M ﹤0.01%
27,347
+1,458
2113
$2.67M ﹤0.01%
316,711
+1,089
2114
$2.67M ﹤0.01%
149,616
2115
$2.66M ﹤0.01%
49,329
-33
2116
$2.64M ﹤0.01%
910,769
-98,449
2117
$2.61M ﹤0.01%
146,463
+108,463
2118
$2.6M ﹤0.01%
241,021
-184,167
2119
$2.59M ﹤0.01%
170,231
+170,066
2120
$2.58M ﹤0.01%
11,801
-33,226
2121
$2.58M ﹤0.01%
7,478,414
-300,000
2122
$2.58M ﹤0.01%
453,166
-684,107
2123
$2.56M ﹤0.01%
+250,000
2124
$2.53M ﹤0.01%
94,121
+68,772
2125
$2.53M ﹤0.01%
120,886
+10,000
83 84
85
86 87