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
$889B
AUM Growth
+$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,967
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$1.2B
3
+$1.04B
4
HCA icon
HCA Healthcare
HCA
+$754M
5
AXP icon
American Express
AXP
+$731M

Top Sells

1
+$7.23B
2
+$5.61B
3
+$4.1B
4
TSLA icon
Tesla
TSLA
+$3.17B
5
QCOM icon
Qualcomm
QCOM
+$1.38B

Sector Composition

1 Technology 19.87%
2 Financials 15.4%
3 Healthcare 15.27%
4 Consumer Discretionary 11.41%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$508M 0.06%
8,940,435
-6,927,672
327
$507M 0.06%
2,697,128
-181,699
328
$507M 0.06%
12,019,680
-777,746
329
$506M 0.06%
5,360,806
+573,106
330
$506M 0.06%
10,408,085
-11,737
331
$503M 0.06%
11,888,450
+179,656
332
$502M 0.06%
12,487,656
-2,414,631
333
$496M 0.06%
9,934,637
-561,434
334
$495M 0.06%
15,861,163
+8,690,774
335
$492M 0.06%
3,564,945
+926,316
336
$491M 0.06%
2,887,099
+147,301
337
$481M 0.05%
10,237,846
+1,081
338
$480M 0.05%
6,798,573
-1,978,417
339
$479M 0.05%
10,500,575
-2,993,965
340
$479M 0.05%
8,693,659
+438,842
341
$479M 0.05%
14,147,367
-705,046
342
$478M 0.05%
9,671,368
-359,736
343
$477M 0.05%
14,405,998
+800,606
344
$475M 0.05%
14,619,257
+2,787,867
345
$473M 0.05%
7,359,897
-1,540,412
346
$472M 0.05%
7,045,050
-877,485
347
$471M 0.05%
5,503,056
+1,837,748
348
$468M 0.05%
19,127,943
-394,250
349
$467M 0.05%
5,309,423
+366,225
350
$467M 0.05%
7,617,264
+945,321
12 13
14
15 16