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
2276
$941K ﹤0.01%
279,171
-89,000
2277
$939K ﹤0.01%
15,038
-78
2278
$937K ﹤0.01%
100,096
-125
2279
$927K ﹤0.01%
270,996
2280
$922K ﹤0.01%
89,939
-3,514
2281
$907K ﹤0.01%
35,541
-2,550
2282
$899K ﹤0.01%
30,900
+13,100
2283
$895K ﹤0.01%
145,800
2284
$894K ﹤0.01%
5,469
+321
2285
$891K ﹤0.01%
119,013
-35
2286
$875K ﹤0.01%
8,476
-4,625
2287
$852K ﹤0.01%
13,637
+9,082
2288
$844K ﹤0.01%
16,923
+740
2289
$838K ﹤0.01%
31,380
2290
$833K ﹤0.01%
326,747
+64,351
2291
$825K ﹤0.01%
332,775
-1
2292
$823K ﹤0.01%
10,052
-1,876,068
2293
$816K ﹤0.01%
1,355,056
-1,395,200
2294
$814K ﹤0.01%
80,652
+5,090
2295
$813K ﹤0.01%
923,692
-29,565
2296
$806K ﹤0.01%
55,137
-174
2297
$806K ﹤0.01%
2,105,000
+803,500
2298
$803K ﹤0.01%
15,395
+977
2299
$801K ﹤0.01%
71,807
-406
2300
$797K ﹤0.01%
144,991
90 91
92
93 94