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
$720B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.65B
2
+$2.63B
3
+$1.47B
4
PRGO icon
Perrigo
PRGO
+$1.45B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.07B

Top Sells

1
+$1.77B
2
+$1.39B
3
+$1.25B
4
AMZN icon
Amazon
AMZN
+$959M
5
GE icon
GE Aerospace
GE
+$705M

Sector Composition

1 Healthcare 15.44%
2 Financials 15.34%
3 Technology 13.12%
4 Consumer Discretionary 9.95%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$1.5M ﹤0.01%
201,000
2352
$1.5M ﹤0.01%
3,685
+1,732
2353
$1.48M ﹤0.01%
245,000
2354
$1.47M ﹤0.01%
+310,000
2355
$1.46M ﹤0.01%
35,900
-54,831
2356
$1.45M ﹤0.01%
139,300
+30,200
2357
$1.42M ﹤0.01%
129,493
2358
$1.4M ﹤0.01%
773,784
2359
$1.4M ﹤0.01%
88,800
-59,800
2360
$1.38M ﹤0.01%
102,600
+2,522
2361
$1.37M ﹤0.01%
+21,667
2362
$1.36M ﹤0.01%
110,025
-27,338
2363
$1.35M ﹤0.01%
89,100
2364
$1.34M ﹤0.01%
311,800
-11,800
2365
$1.34M ﹤0.01%
237,342
+188,300
2366
$1.33M ﹤0.01%
52,400
+4,400
2367
$1.32M ﹤0.01%
191,000
2368
$1.32M ﹤0.01%
75,000
2369
$1.32M ﹤0.01%
78,344
+10,751
2370
$1.32M ﹤0.01%
90,500
2371
$1.32M ﹤0.01%
16,090
+711
2372
$1.31M ﹤0.01%
+332,915
2373
$1.31M ﹤0.01%
76,712
-6,605
2374
$1.31M ﹤0.01%
+175,000
2375
$1.29M ﹤0.01%
34,219
+125
93 94
95
96 97