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
$785B
AUM Growth
+$16.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.28B
3
+$1.23B
4
BIIB icon
Biogen
BIIB
+$951M
5
AMZN icon
Amazon
AMZN
+$875M

Top Sells

1
+$2.2B
2
+$1.78B
3
+$1.21B
4
AXP icon
American Express
AXP
+$1.09B
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.02B

Sector Composition

1 Healthcare 18.76%
2 Financials 14.44%
3 Technology 13.96%
4 Consumer Discretionary 10.8%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$1.48M ﹤0.01%
24,900
-624,629
2402
$1.48M ﹤0.01%
+20,600
2403
$1.47M ﹤0.01%
400,000
2404
$1.46M ﹤0.01%
57,700
+21,336
2405
$1.46M ﹤0.01%
32,818
-1,173
2406
$1.45M ﹤0.01%
105,200
-27,504
2407
$1.45M ﹤0.01%
30,600
-1,600
2408
$1.45M ﹤0.01%
34,900
2409
$1.45M ﹤0.01%
37,140
2410
$1.44M ﹤0.01%
437,700
2411
$1.41M ﹤0.01%
65,469
-8,966
2412
$1.41M ﹤0.01%
+66,200
2413
$1.4M ﹤0.01%
135,000
2414
$1.37M ﹤0.01%
11,190
+837
2415
$1.37M ﹤0.01%
87,100
2416
$1.36M ﹤0.01%
43,605
2417
$1.35M ﹤0.01%
241,255
2418
$1.35M ﹤0.01%
198,100
2419
$1.35M ﹤0.01%
+945
2420
$1.34M ﹤0.01%
12,270
+4,219
2421
$1.33M ﹤0.01%
218,150
-42,520
2422
$1.33M ﹤0.01%
72,823
2423
$1.32M ﹤0.01%
8,333
2424
$1.31M ﹤0.01%
60,733
-146
2425
$1.3M ﹤0.01%
501,600
95 96
97
98 99