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
201
$840M 0.11%
9,945,399
-2,517,074
202
$839M 0.11%
57,094,772
+31,414,274
203
$839M 0.11%
21,133,282
+1,059,762
204
$834M 0.11%
10,379,780
-2,009,977
205
$833M 0.11%
3,621,649
+28,690
206
$831M 0.11%
32,512,929
+6,431,516
207
$830M 0.11%
48,857,248
-16,386,489
208
$830M 0.11%
57,556,830
+6,420,240
209
$827M 0.11%
36,216,330
+1,860,902
210
$825M 0.11%
9,899,219
+544,998
211
$822M 0.1%
8,819,235
-1,836,033
212
$822M 0.1%
21,550,464
-1,935,858
213
$818M 0.1%
9,430,637
-565,460
214
$818M 0.1%
4,352,799
+782,666
215
$818M 0.1%
31,394,280
-224,578
216
$817M 0.1%
7,099,920
+825,841
217
$815M 0.1%
10,815,138
-30,940
218
$798M 0.1%
14,803,498
+1,009,965
219
$798M 0.1%
45,980,716
+5,006,224
220
$794M 0.1%
24,744,471
+6,940
221
$792M 0.1%
25,326,209
+15,347,859
222
$782M 0.1%
7,776,383
+811,263
223
$780M 0.1%
35,817,856
+8,609,817
224
$776M 0.1%
7,173,073
-733,322
225
$774M 0.1%
32,982,144
+4,585,996
7 8
9
10 11