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
$746B
AUM Growth
+$25.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1
+$1.58B
2
+$1.44B
3
+$1.07B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$874M
5
JNJ icon
Johnson & Johnson
JNJ
+$833M

Top Sells

1
+$3.73B
2
+$1.5B
3
+$1.21B
4
BHC icon
Bausch Health
BHC
+$1.1B
5
YHOO
Yahoo Inc
YHOO
+$999M

Sector Composition

1 Healthcare 14.86%
2 Financials 14.6%
3 Technology 13.43%
4 Consumer Discretionary 9.44%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$2.92M ﹤0.01%
229,014
+178,452
2277
$2.92M ﹤0.01%
131,298
+9,700
2278
$2.92M ﹤0.01%
234,106
+85,538
2279
$2.92M ﹤0.01%
236,479
+5,500
2280
$2.91M ﹤0.01%
+26,674
2281
$2.9M ﹤0.01%
112,473
+986
2282
$2.89M ﹤0.01%
+421,203
2283
$2.88M ﹤0.01%
60,300
-44,200
2284
$2.87M ﹤0.01%
424,050
+250
2285
$2.86M ﹤0.01%
46,447
+14,704
2286
$2.85M ﹤0.01%
43,025
+7,881
2287
$2.81M ﹤0.01%
28,050
-688,524
2288
$2.8M ﹤0.01%
455,500
-213,600
2289
$2.8M ﹤0.01%
324,500
+39,500
2290
$2.8M ﹤0.01%
10,738
-6
2291
$2.79M ﹤0.01%
150,056
+93,806
2292
$2.78M ﹤0.01%
750,000
-129,766
2293
$2.78M ﹤0.01%
49,937
2294
$2.76M ﹤0.01%
35,446
+13,067
2295
$2.75M ﹤0.01%
398,679
-520,005
2296
$2.66M ﹤0.01%
1,155,080
-59,600
2297
$2.65M ﹤0.01%
+327,800
2298
$2.65M ﹤0.01%
63,100
2299
$2.62M ﹤0.01%
+82,936
2300
$2.55M ﹤0.01%
2,806,600
-190,000
90 91
92
93 94