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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.65B
2
+$2.63B
3
+$1.47B
4
PRGO icon
Perrigo
PRGO
+$1.45B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.07B

Top Sells

1
+$1.77B
2
+$1.39B
3
+$1.25B
4
AMZN icon
Amazon
AMZN
+$959M
5
GE icon
GE Aerospace
GE
+$705M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.34%
3 Technology 13.12%
4 Consumer Discretionary 9.95%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$2.46M ﹤0.01%
+222,031
2277
$2.46M ﹤0.01%
100,583
-261,819
2278
$2.45M ﹤0.01%
+106,100
2279
$2.45M ﹤0.01%
98,172
+10,064
2280
$2.44M ﹤0.01%
53,200
-17,407
2281
$2.44M ﹤0.01%
77,200
-1,176,900
2282
$2.43M ﹤0.01%
121,598
+33,100
2283
$2.42M ﹤0.01%
16,110
-2,910
2284
$2.41M ﹤0.01%
313,303
2285
$2.4M ﹤0.01%
+16,775
2286
$2.4M ﹤0.01%
40,000
2287
$2.39M ﹤0.01%
133,200
2288
$2.35M ﹤0.01%
72,410
-2,220
2289
$2.35M ﹤0.01%
72,552
2290
$2.35M ﹤0.01%
81,800
-1,049,174
2291
$2.35M ﹤0.01%
41,000
+1,100
2292
$2.32M ﹤0.01%
179,261
-43,960
2293
$2.31M ﹤0.01%
+213,573
2294
$2.3M ﹤0.01%
467,568
+27,500
2295
$2.26M ﹤0.01%
+78,157
2296
$2.25M ﹤0.01%
372,583
2297
$2.2M ﹤0.01%
69,000
-36,480
2298
$2.19M ﹤0.01%
44,547
-328,153
2299
$2.18M ﹤0.01%
52,065
-162
2300
$2.17M ﹤0.01%
+60,000
90 91
92
93 94