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
$1.19T
AUM Growth
+$99.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,742
New
Increased
Reduced
Closed

Top Buys

1
+$3.27B
2
+$1.25B
3
+$1.09B
4
META icon
Meta Platforms (Facebook)
META
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$953M

Top Sells

1
+$2.08B
2
+$1.19B
3
+$1.12B
4
QCOM icon
Qualcomm
QCOM
+$1.05B
5
MA icon
Mastercard
MA
+$877M

Sector Composition

1 Technology 29.53%
2 Healthcare 13.79%
3 Consumer Discretionary 10.43%
4 Financials 10.34%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$762M 0.06%
3,046,774
+113,101
277
$762M 0.06%
12,317,444
+2,068,651
278
$757M 0.06%
5,764,842
-1,588,634
279
$757M 0.06%
4,799,462
+102
280
$756M 0.06%
17,492,601
-2,099,323
281
$756M 0.06%
37,328,316
+1,504,213
282
$752M 0.06%
2,640,521
+887,907
283
$749M 0.06%
6,489,792
+571,961
284
$749M 0.06%
6,870,861
-736,598
285
$747M 0.06%
23,493,789
+26,531
286
$746M 0.06%
11,159,025
-644,107
287
$744M 0.06%
7,171,490
-2,822,060
288
$744M 0.06%
12,343,007
-959,241
289
$741M 0.06%
9,177,695
-1,352,332
290
$741M 0.06%
16,636,323
-1,370,473
291
$739M 0.06%
4,865,328
+161,586
292
$738M 0.06%
15,074,870
-600,306
293
$734M 0.06%
3,959,183
-43,070
294
$734M 0.06%
10,117,582
+28,633
295
$734M 0.06%
4,379,705
+1,257,441
296
$730M 0.06%
16,352,145
-2,860,119
297
$730M 0.06%
5,138,047
-155,426
298
$730M 0.06%
5,191,245
-19,699
299
$728M 0.06%
22,841,454
+3,770
300
$728M 0.06%
24,332,572
+1,750,018
10 11
12
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