Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

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
+30.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$708B
AUM Growth
+$55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.6B
2
+$1.52B
3
+$1.29B
4
FDX icon
FedEx
FDX
+$1.13B
5
CVX icon
Chevron
CVX
+$908M

Top Sells

1
+$1.16B
2
+$1.05B
3
+$839M
4
APC
Anadarko Petroleum
APC
+$707M
5
AAPL icon
Apple
AAPL
+$672M

Sector Composition

1 Financials 15.84%
2 Healthcare 14.13%
3 Technology 12.81%
4 Consumer Discretionary 11.18%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5B 3.04%
770,289,171
+31,670,706
2
$15.9B 2.25%
793,530,220
-33,526,304
3
$8.82B 1.25%
235,654,932
+42,803,779
4
$8.36B 1.18%
111,202,029
-4,162,433
5
$7.99B 1.13%
176,004,194
+1,061,500
6
$7.75B 1.1%
141,786,582
+23,639,008
7
$7.19B 1.02%
360,787,160
+21,323,680
8
$7.12B 1.01%
127,817,076
+7,457,268
9
$6.73B 0.95%
24,041,515
-1,598,992
10
$6.62B 0.94%
113,146,459
+10,323,667
11
$5.74B 0.81%
110,188,705
-1,573,106
12
$5.51B 0.78%
65,967,470
+1,466,050
13
$5.46B 0.77%
47,790,939
-3,352,314
14
$5.2B 0.74%
163,236,164
+5,725,504
15
$5.19B 0.73%
29,171
-305
16
$5.14B 0.73%
124,359,813
-154,342
17
$4.87B 0.69%
88,260,790
-1,441,058
18
$4.86B 0.69%
59,674,582
+7,721,894
19
$4.8B 0.68%
118,682,599
+37,653,594
20
$4.68B 0.66%
37,455,261
+7,271,111
21
$4.33B 0.61%
277,860,330
+7,600,532
22
$4.29B 0.61%
165,152,904
-13,230,398
23
$3.92B 0.55%
54,798,065
-8,672,012
24
$3.86B 0.55%
73,144,842
+13,164,507
25
$3.86B 0.54%
51,206,943
-2,184,605
1
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