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
2326
$647K ﹤0.01%
60,629
-169,100
2327
$646K ﹤0.01%
43,148
+36,065
2328
$641K ﹤0.01%
27,841
2329
$639K ﹤0.01%
121,794
-342,500
2330
$637K ﹤0.01%
255,670
-557,200
2331
$637K ﹤0.01%
53,923
-57,857
2332
$636K ﹤0.01%
11,434
+77
2333
$634K ﹤0.01%
5,725
+710
2334
$628K ﹤0.01%
53,994
-34,014
2335
$627K ﹤0.01%
+129,100
2336
$624K ﹤0.01%
20,318
+18,699
2337
$624K ﹤0.01%
154,846
-5,394
2338
$621K ﹤0.01%
18,800
-10,000
2339
$620K ﹤0.01%
35,634
+4,065
2340
$620K ﹤0.01%
12,764
+3,558
2341
$609K ﹤0.01%
3,582
-460,024
2342
$608K ﹤0.01%
57,481
+981
2343
$608K ﹤0.01%
53,649
-142,600
2344
$605K ﹤0.01%
21,647
-2,155
2345
$603K ﹤0.01%
125,916
-354,700
2346
$597K ﹤0.01%
17,521
+121
2347
$596K ﹤0.01%
10,140
-322,381
2348
$595K ﹤0.01%
10,765
-71,000
2349
$588K ﹤0.01%
31,899
+14,985
2350
$588K ﹤0.01%
+50,000
92 93
94
95 96