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
2351
$2.53M ﹤0.01%
236,042
+176,001
2352
$2.53M ﹤0.01%
323,000
+172,400
2353
$2.53M ﹤0.01%
255,200
+1,400
2354
$2.52M ﹤0.01%
+157,800
2355
$2.52M ﹤0.01%
111,240
-239
2356
$2.5M ﹤0.01%
171,531
+15,942
2357
$2.47M ﹤0.01%
483,386
+163,286
2358
$2.46M ﹤0.01%
118,197
-20,990
2359
$2.44M ﹤0.01%
121,778
-2,298,515
2360
$2.41M ﹤0.01%
1,204,100
-653,500
2361
$2.39M ﹤0.01%
171,500
+15,800
2362
$2.36M ﹤0.01%
259,000
2363
$2.35M ﹤0.01%
44,500
-1,601,300
2364
$2.32M ﹤0.01%
128,419
-454,211
2365
$2.31M ﹤0.01%
20,100
2366
$2.31M ﹤0.01%
+66,500
2367
$2.3M ﹤0.01%
43,522
+2,519
2368
$2.3M ﹤0.01%
60,978
-240,906
2369
$2.29M ﹤0.01%
33,977
+8,549
2370
$2.28M ﹤0.01%
2,095,457
2371
$2.26M ﹤0.01%
71,744
+158
2372
$2.25M ﹤0.01%
63,100
2373
$2.22M ﹤0.01%
770,256
+490,956
2374
$2.21M ﹤0.01%
53,793
-11,576
2375
$2.21M ﹤0.01%
34,000
93 94
95
96 97