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BOSTON MA Investment Advisor
13F Summary
FMR is based out of Boston. FMR is a large advisory firm with 120 clients and discretionary assets under management (AUM) of $868,539,873,793 (Form ADV from 2019-07-23). Their last reported 13F filing for Q4 2023 included $1,301,824,856,710 in managed 13F securities and a top 10 holdings concentration of 31.19%. FMR's largest holding is Microsoft Corp. with shares held of 218,838,469. Whalewisdom has at least 137 13F filings, 23 13D filings, 25469 13G filings, and 83 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2023-11-22. The notice included securities offered of Other


Top Buys (13F)

Name % Change
MSFT Microsoft Corp. 0.43%
AMZN Inc. 0.37%
META Meta Platforms Inc 0.24%
CRH CRH Plc 0.12%
SNAP Snap Inc Class A 0.11%


Top Sells (13F)

Name % Change
HES Hess Corp 0.21%
UNH UnitedHealth Group I 0.21%
GOOGL Alphabet Inc. Class 0.14%
ATVI Activision Blizzard 0.11%
GOOG Alphabet Inc. Class 0.1%


13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 6.32%
NVDA NVIDIA Corp. 4.85%
AAPL Apple Inc 4.43%
AMZN Inc. 3.69%
META Meta Platforms Inc 3.64%
Certain entities included in the List of Other Included Managers set forth below are controlled by intermediate holding companies. Any Section 13(f) securities over which such intermediate holding companies are deemed to exercise investment discretion have been reported by FMR LLC.


13F Activity

Market Value $1.30t, Prior: $1.16t
New Purchases 511 stocks
Added To 2486 stocks
Sold out of 375 stocks
Reduced holdings in 2090 stocks
Top 10 Holdings % 31.19%
Turnover %[1] 16.42%
Turnover Alt %[2] 4.22%
Time Held Top 20 25.3 quarters
Time Held Top 10 29.6 quarters
Time Held All 25.08 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time



Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance