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
$842B
AUM Growth
-$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,827
New
Increased
Reduced
Closed

Top Buys

1
+$3.5B
2
+$1.37B
3
+$921M
4
INTC icon
Intel
INTC
+$855M
5
BAX icon
Baxter International
BAX
+$855M

Top Sells

1
+$3.54B
2
+$1.64B
3
+$1.53B
4
CAT icon
Caterpillar
CAT
+$1.49B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.41B

Sector Composition

1 Technology 17.95%
2 Financials 17.09%
3 Healthcare 13.41%
4 Consumer Discretionary 11.17%
5 Communication Services 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
$3.54M ﹤0.01%
141,682
+50,000
2177
$3.54M ﹤0.01%
123,700
+44,100
2178
$3.53M ﹤0.01%
+36,500
2179
$3.51M ﹤0.01%
146,161
2180
$3.49M ﹤0.01%
1,460,400
2181
$3.47M ﹤0.01%
193,249
-9,346
2182
$3.47M ﹤0.01%
54,477
-411,938
2183
$3.46M ﹤0.01%
+15,740
2184
$3.44M ﹤0.01%
97,200
+65,702
2185
$3.44M ﹤0.01%
105,820
2186
$3.42M ﹤0.01%
15,344
-703,948
2187
$3.34M ﹤0.01%
197,400
2188
$3.29M ﹤0.01%
1,190,620
-1,055,000
2189
$3.27M ﹤0.01%
+140,600
2190
$3.23M ﹤0.01%
458,708
-12,340
2191
$3.23M ﹤0.01%
130,160
+30,100
2192
$3.23M ﹤0.01%
482,889
-2,401
2193
$3.23M ﹤0.01%
158,557
-28,284
2194
$3.23M ﹤0.01%
140,853
-59,674
2195
$3.22M ﹤0.01%
25,809
-599
2196
$3.21M ﹤0.01%
304,896
-39,462
2197
$3.18M ﹤0.01%
56,900
+427
2198
$3.17M ﹤0.01%
822,202
+2,200
2199
$3.16M ﹤0.01%
123,989
-7,350
2200
$3.13M ﹤0.01%
22,800
-35,192
86 87
88
89 90