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
$842B
AUM Growth
-$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,827
New
Increased
Reduced
Closed

Top Buys

1
+$3.5B
2
+$1.37B
3
+$921M
4
INTC icon
Intel
INTC
+$855M
5
BAX icon
Baxter International
BAX
+$855M

Top Sells

1
+$3.54B
2
+$1.64B
3
+$1.53B
4
CAT icon
Caterpillar
CAT
+$1.49B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.41B

Sector Composition

1 Technology 17.95%
2 Financials 17.09%
3 Healthcare 13.41%
4 Consumer Discretionary 11.17%
5 Communication Services 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$2.02M ﹤0.01%
49,900
+1,300
2277
$1.99M ﹤0.01%
25,069
+5,185
2278
$1.99M ﹤0.01%
55,200
2279
$1.99M ﹤0.01%
122,434
-542,515
2280
$1.96M ﹤0.01%
12,525
+530
2281
$1.95M ﹤0.01%
37,112
-9,612
2282
$1.93M ﹤0.01%
180,375
-738,500
2283
$1.91M ﹤0.01%
133,720
+118,713
2284
$1.85M ﹤0.01%
24,520
-2,581
2285
$1.81M ﹤0.01%
40,767
+7,273
2286
$1.78M ﹤0.01%
98,100
+39,300
2287
$1.75M ﹤0.01%
181,708
-71,774
2288
$1.73M ﹤0.01%
+88,645
2289
$1.73M ﹤0.01%
62,710
+12,510
2290
$1.73M ﹤0.01%
65,397
2291
$1.72M ﹤0.01%
+43,400
2292
$1.72M ﹤0.01%
59,291
+13
2293
$1.67M ﹤0.01%
+49,863
2294
$1.67M ﹤0.01%
289,996
2295
$1.67M ﹤0.01%
100,951
2296
$1.65M ﹤0.01%
567,153
2297
$1.63M ﹤0.01%
36,544
-1,324,650
2298
$1.62M ﹤0.01%
14,534
+4,351
2299
$1.62M ﹤0.01%
95,967
-25,964
2300
$1.61M ﹤0.01%
+13,940
90 91
92
93 94