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
$989B
AUM Growth
+$79.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,229
New
Increased
Reduced
Closed

Top Buys

1
+$2.51B
2
+$932M
3
+$785M
4
HOLX icon
Hologic
HOLX
+$774M
5
LOW icon
Lowe's Companies
LOW
+$757M

Top Sells

1
+$4.24B
2
+$3.4B
3
+$1.4B
4
ADBE icon
Adobe
ADBE
+$1.23B
5
V icon
Visa
V
+$1.2B

Sector Composition

1 Technology 27.4%
2 Healthcare 15.49%
3 Consumer Discretionary 14.52%
4 Financials 10.43%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$1.27M ﹤0.01%
1,723,032
-286,978
2227
$1.26M ﹤0.01%
370,949
-4
2228
$1.26M ﹤0.01%
450,000
-386,231
2229
$1.24M ﹤0.01%
29,700
-26,848
2230
$1.23M ﹤0.01%
28,863
+5,518
2231
$1.23M ﹤0.01%
41,600
2232
$1.22M ﹤0.01%
43,412
-83,421
2233
$1.22M ﹤0.01%
110,701
-54,572
2234
$1.21M ﹤0.01%
209,800
-242,097
2235
$1.21M ﹤0.01%
138,000
-225,200
2236
$1.21M ﹤0.01%
36,237
+29,900
2237
$1.2M ﹤0.01%
21,078
-37,650
2238
$1.19M ﹤0.01%
109,948
2239
$1.19M ﹤0.01%
160,533
-451,600
2240
$1.19M ﹤0.01%
9,788
+326
2241
$1.18M ﹤0.01%
18,950
-1,375
2242
$1.15M ﹤0.01%
59,703
-167,800
2243
$1.15M ﹤0.01%
36,677
-59,883
2244
$1.15M ﹤0.01%
66,059
-185,201
2245
$1.15M ﹤0.01%
452,700
2246
$1.14M ﹤0.01%
18,370
+1,423
2247
$1.14M ﹤0.01%
21,177
-619,134
2248
$1.14M ﹤0.01%
28,319
+18
2249
$1.13M ﹤0.01%
83,546
2250
$1.13M ﹤0.01%
4,824
+34
88 89
90
91 92