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
$702B
AUM Growth
-$77.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$1.4B
2
+$922M
3
+$901M
4
AMZN icon
Amazon
AMZN
+$661M
5
EA icon
Electronic Arts
EA
+$620M

Top Sells

1
+$1.51B
2
+$1.47B
3
+$1.28B
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$1.27B
5
FDX icon
FedEx
FDX
+$1.18B

Sector Composition

1 Healthcare 18.04%
2 Financials 15.32%
3 Technology 13.95%
4 Consumer Discretionary 12.27%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$1.83M ﹤0.01%
233,564
+54,398
2377
$1.83M ﹤0.01%
7,485
-4,180
2378
$1.82M ﹤0.01%
26,700
-58,600
2379
$1.81M ﹤0.01%
206,700
-3,100
2380
$1.79M ﹤0.01%
959,601
-35,576
2381
$1.78M ﹤0.01%
131,703
-3,316
2382
$1.78M ﹤0.01%
4,340,279
+44,134
2383
$1.76M ﹤0.01%
133,333
2384
$1.75M ﹤0.01%
23,118
2385
$1.74M ﹤0.01%
+297,270
2386
$1.72M ﹤0.01%
73,200
+2,100
2387
$1.67M ﹤0.01%
212,342
-23,700
2388
$1.67M ﹤0.01%
300,218
-117,182
2389
$1.67M ﹤0.01%
38,458
+830
2390
$1.64M ﹤0.01%
134,900
2391
$1.64M ﹤0.01%
214,040
-16,820
2392
$1.63M ﹤0.01%
93,600
+26,436
2393
$1.62M ﹤0.01%
+1,000,000
2394
$1.6M ﹤0.01%
19,904
+450
2395
$1.6M ﹤0.01%
977,100
-227,000
2396
$1.59M ﹤0.01%
121,150
+53,200
2397
$1.59M ﹤0.01%
62,200
+17,800
2398
$1.57M ﹤0.01%
276,700
+10,100
2399
$1.54M ﹤0.01%
+177,380
2400
$1.52M ﹤0.01%
13,855
-1,168
94 95
96
97 98