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
$653B
AUM Growth
+$41.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$2.13B
2
+$1.75B
3
+$1.08B
4
MSFT icon
Microsoft
MSFT
+$922M
5
YHOO
Yahoo Inc
YHOO
+$816M

Top Sells

1
+$1.41B
2
+$1.31B
3
+$1.26B
4
CMCSA icon
Comcast
CMCSA
+$1.24B
5
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$1.2B

Sector Composition

1 Financials 15.19%
2 Healthcare 14.35%
3 Technology 12.92%
4 Consumer Discretionary 11.75%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$1.46M ﹤0.01%
25,200
-3,800
2327
$1.46M ﹤0.01%
50,886
+20,786
2328
$1.45M ﹤0.01%
40,100
2329
$1.45M ﹤0.01%
48,450
-575
2330
$1.45M ﹤0.01%
75,000
+22,528
2331
$1.44M ﹤0.01%
+41,041
2332
$1.44M ﹤0.01%
62,100
+27,200
2333
$1.41M ﹤0.01%
+134,550
2334
$1.41M ﹤0.01%
103,885
+28,885
2335
$1.36M ﹤0.01%
89,100
2336
$1.35M ﹤0.01%
129,493
+921
2337
$1.34M ﹤0.01%
70,869
2338
$1.33M ﹤0.01%
64,550
+4,360
2339
$1.3M ﹤0.01%
273,200
-36,400
2340
$1.28M ﹤0.01%
550,600
-2,844,157
2341
$1.27M ﹤0.01%
96,231
-72,725
2342
$1.27M ﹤0.01%
3,226,600
-254,900
2343
$1.27M ﹤0.01%
90,500
2344
$1.26M ﹤0.01%
41,352
2345
$1.26M ﹤0.01%
60,812
+22,526
2346
$1.25M ﹤0.01%
25,887
+2,050
2347
$1.25M ﹤0.01%
15,631,200
2348
$1.25M ﹤0.01%
7,953
-7,187
2349
$1.24M ﹤0.01%
12,237
+747
2350
$1.24M ﹤0.01%
74,885
-10,587
92 93
94
95 96