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
2276
$3.2M ﹤0.01%
+88,641
2277
$3.19M ﹤0.01%
1,013,200
-172,100
2278
$3.19M ﹤0.01%
109,340
+6,031
2279
$3.19M ﹤0.01%
68,162
+12,821
2280
$3.18M ﹤0.01%
28,333
-31,469
2281
$3.17M ﹤0.01%
+19,783
2282
$3.13M ﹤0.01%
206,114
-119,079
2283
$3.12M ﹤0.01%
45,323
-110,897
2284
$3.12M ﹤0.01%
90,200
2285
$3.11M ﹤0.01%
68,706
-1,464
2286
$3.09M ﹤0.01%
+791,551
2287
$3.08M ﹤0.01%
65,369
-3,170
2288
$3.07M ﹤0.01%
+172,200
2289
$3.04M ﹤0.01%
77,405
+69,583
2290
$2.96M ﹤0.01%
34,018
-29,901
2291
$2.94M ﹤0.01%
165,201
-1,037,436
2292
$2.93M ﹤0.01%
91,500
2293
$2.9M ﹤0.01%
62,100
-569,400
2294
$2.88M ﹤0.01%
700,200
-151,600
2295
$2.88M ﹤0.01%
59,075
-3,289
2296
$2.87M ﹤0.01%
+125,100
2297
$2.86M ﹤0.01%
132,114
+83,416
2298
$2.85M ﹤0.01%
155
2299
$2.83M ﹤0.01%
198,018
+47,041
2300
$2.83M ﹤0.01%
+45,200
90 91
92
93 94