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
2376
$1.26M ﹤0.01%
48,568
-494,198
2377
$1.26M ﹤0.01%
421,500
-12,600
2378
$1.23M ﹤0.01%
+177,280
2379
$1.21M ﹤0.01%
59,344
-4,717
2380
$1.19M ﹤0.01%
47,200
2381
$1.19M ﹤0.01%
27,378
+21,580
2382
$1.19M ﹤0.01%
+71,200
2383
$1.17M ﹤0.01%
377,857
+177,857
2384
$1.17M ﹤0.01%
879,000
-100,900
2385
$1.17M ﹤0.01%
+63,000
2386
$1.16M ﹤0.01%
562,204
2387
$1.16M ﹤0.01%
56,569
-5,000
2388
$1.15M ﹤0.01%
91,300
-6,700
2389
$1.14M ﹤0.01%
41,011
-27,796
2390
$1.12M ﹤0.01%
27,280
+15,110
2391
$1.11M ﹤0.01%
112,500
+56,250
2392
$1.09M ﹤0.01%
65,200
-13,512
2393
$1.09M ﹤0.01%
241,255
2394
$1.05M ﹤0.01%
47,900
-201,600
2395
$1.05M ﹤0.01%
218,758
-13,890
2396
$1.03M ﹤0.01%
+57,267
2397
$1.02M ﹤0.01%
+407,467
2398
$1.02M ﹤0.01%
62,400
+15,100
2399
$1.01M ﹤0.01%
46,500
+9,600
2400
$1M ﹤0.01%
22,301
+1
94 95
96
97 98