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
$805B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,784
New
Increased
Reduced
Closed

Top Buys

1
+$1.17B
2
+$1.06B
3
+$886M
4
BDX icon
Becton Dickinson
BDX
+$857M
5
CTSH icon
Cognizant
CTSH
+$748M

Top Sells

1
+$1.13B
2
+$1.12B
3
+$957M
4
NXPI icon
NXP Semiconductors
NXPI
+$776M
5
CMG icon
Chipotle Mexican Grill
CMG
+$751M

Sector Composition

1 Technology 16.41%
2 Financials 16.28%
3 Healthcare 14.03%
4 Communication Services 10.88%
5 Consumer Discretionary 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$2.56M ﹤0.01%
276,320
-1
2227
$2.55M ﹤0.01%
25,685
-744,277
2228
$2.55M ﹤0.01%
65,700
-110,700
2229
$2.55M ﹤0.01%
49,524
-10,208
2230
$2.55M ﹤0.01%
172,100
+46,100
2231
$2.53M ﹤0.01%
712,651
2232
$2.5M ﹤0.01%
2,537
2233
$2.5M ﹤0.01%
123,794
-489,807
2234
$2.44M ﹤0.01%
37,200
2235
$2.41M ﹤0.01%
2,826
-105
2236
$2.41M ﹤0.01%
1,460,400
-10,000
2237
$2.4M ﹤0.01%
+80,022
2238
$2.4M ﹤0.01%
19,991
-42,591
2239
$2.36M ﹤0.01%
406,460
+41,410
2240
$2.31M ﹤0.01%
45,323
-2,885
2241
$2.31M ﹤0.01%
115,684
2242
$2.28M ﹤0.01%
30,648
+2,970
2243
$2.24M ﹤0.01%
65,140
-12,070
2244
$2.22M ﹤0.01%
+62,000
2245
$2.21M ﹤0.01%
70,052
+5
2246
$2.2M ﹤0.01%
232,830
+37,840
2247
$2.19M ﹤0.01%
900,409
2248
$2.17M ﹤0.01%
78,700
-600
2249
$2.16M ﹤0.01%
90,061
2250
$2.12M ﹤0.01%
334,021
-48,352
88 89
90
91 92