Fidelity Investments Portfolio holdings
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.
Top Buys
| 1 |
Alibaba
BABA
|
+$2.1B |
| 2 |
AbbVie
ABBV
|
+$1.4B |
| 3 |
MBLY
Mobileye N.V.
MBLY
|
+$861M |
| 4 |
Bank of America
BAC
|
+$842M |
| 5 |
Kinder Morgan
KMI
|
+$818M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.02B |
| 2 |
Apple
AAPL
|
+$1.85B |
| 3 |
Merck
MRK
|
+$875M |
| 4 |
Liberty Media Series A
FWONA
|
+$859M |
| 5 |
RTX Corp
RTX
|
+$817M |
Sector Composition
| 1 | Healthcare | 15.96% |
| 2 | Financials | 14.99% |
| 3 | Technology | 13.27% |
| 4 | Consumer Discretionary | 9.74% |
| 5 | Communication Services | 9.01% |
