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
$780B
AUM Growth
-$4.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,915
New
Increased
Reduced
Closed

Top Buys

1
+$2.1B
2
+$703M
3
+$679M
4
AMZN icon
Amazon
AMZN
+$612M
5
EMC
EMC CORPORATION
EMC
+$609M

Top Sells

1
+$1.59B
2
+$971M
3
+$887M
4
UNP icon
Union Pacific
UNP
+$870M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$856M

Sector Composition

1 Healthcare 19.28%
2 Financials 15.23%
3 Technology 14.11%
4 Consumer Discretionary 11.07%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
$3.17M ﹤0.01%
556,018
+459,134
2302
$3.11M ﹤0.01%
135,344
-800,000
2303
$3.06M ﹤0.01%
+409,900
2304
$3.06M ﹤0.01%
508,785
+75,982
2305
$3.03M ﹤0.01%
2,263,300
-25,000
2306
$3.02M ﹤0.01%
2,190,141
+131,898
2307
$3.01M ﹤0.01%
55,796
-12,366
2308
$2.98M ﹤0.01%
37,839
-381,953
2309
$2.98M ﹤0.01%
15,400
+1,400
2310
$2.92M ﹤0.01%
91,500
2311
$2.91M ﹤0.01%
213,043
-1,072,531
2312
$2.91M ﹤0.01%
+77,400
2313
$2.91M ﹤0.01%
170,200
-81,600
2314
$2.91M ﹤0.01%
+120,700
2315
$2.89M ﹤0.01%
60,624
+1,549
2316
$2.88M ﹤0.01%
141,340
2317
$2.88M ﹤0.01%
2,806,600
2318
$2.87M ﹤0.01%
800,251
+8,700
2319
$2.86M ﹤0.01%
143,558
-967,480
2320
$2.86M ﹤0.01%
450,000
2321
$2.85M ﹤0.01%
52,755
+3,962
2322
$2.85M ﹤0.01%
181,838
-16,180
2323
$2.81M ﹤0.01%
17,364
+2,034
2324
$2.79M ﹤0.01%
93,400
+62,724
2325
$2.78M ﹤0.01%
179,166
+61,727
91 92
93
94 95