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
$785B
AUM Growth
+$16.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.28B
3
+$1.23B
4
BIIB icon
Biogen
BIIB
+$951M
5
AMZN icon
Amazon
AMZN
+$875M

Top Sells

1
+$2.2B
2
+$1.78B
3
+$1.21B
4
AXP icon
American Express
AXP
+$1.09B
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.02B

Sector Composition

1 Healthcare 18.76%
2 Financials 14.44%
3 Technology 13.96%
4 Consumer Discretionary 10.8%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$4.41M ﹤0.01%
41,092
+21,895
2202
$4.4M ﹤0.01%
240,000
2203
$4.39M ﹤0.01%
199,400
+35,400
2204
$4.39M ﹤0.01%
+120,600
2205
$4.38M ﹤0.01%
627,700
-96,200
2206
$4.36M ﹤0.01%
359,600
+145,400
2207
$4.35M ﹤0.01%
15,565
-570
2208
$4.34M ﹤0.01%
200,000
-89,302
2209
$4.32M ﹤0.01%
6,446
2210
$4.29M ﹤0.01%
138,280
-3,300
2211
$4.27M ﹤0.01%
189,300
-224,800
2212
$4.26M ﹤0.01%
260,000
2213
$4.24M ﹤0.01%
225,972
+158,280
2214
$4.23M ﹤0.01%
195,056
+7,500
2215
$4.22M ﹤0.01%
286,120
+2,200
2216
$4.22M ﹤0.01%
419,800
+13,500
2217
$4.16M ﹤0.01%
496,200
-1,930
2218
$4.15M ﹤0.01%
161,607
+3,296
2219
$4.15M ﹤0.01%
423,100
2220
$4.12M ﹤0.01%
25,900
+5,435
2221
$4.1M ﹤0.01%
54,574
-3,082
2222
$4.05M ﹤0.01%
93,399
-109,714
2223
$4.05M ﹤0.01%
628,963
+5,200
2224
$4.05M ﹤0.01%
1,673,815
+508,915
2225
$4.05M ﹤0.01%
20,414
87 88
89
90 91