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
$869B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,826
New
Increased
Reduced
Closed

Top Buys

1
+$5.13B
2
+$4.34B
3
+$3.95B
4
TSLA icon
Tesla
TSLA
+$2.35B
5
GE icon
GE Aerospace
GE
+$1.72B

Top Sells

1
+$2.31B
2
+$1.74B
3
+$1.28B
4
RCI icon
Rogers Communications
RCI
+$1.26B
5
TWX
Time Warner Inc
TWX
+$1.14B

Sector Composition

1 Technology 18.34%
2 Financials 16.14%
3 Healthcare 14.65%
4 Consumer Discretionary 11.8%
5 Communication Services 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
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-7,312
2652
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-59,501
2653
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-33,561
2654
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-51,008
2655
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-642,780
2656
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-834,400
2657
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-531,500
2658
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-21,609,040
2659
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-342,300
2660
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-329,511
2661
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-23,800
2662
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-93,300
2663
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-2,286,840
2664
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-105,820
2665
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-4,028
2666
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-10,579,359
2667
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-7,396
2668
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-377,829
2669
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-314,081
2670
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-146,886
2671
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-505,269
2672
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-9,697,161
2673
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-441,219
2674
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-3,812,100
2675
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-2,328,962
105 106
107
108 109