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
$748B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,810
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.36B
3
+$1.15B
4
MSFT icon
Microsoft
MSFT
+$1.09B
5
GS icon
Goldman Sachs
GS
+$891M

Top Sells

1
+$1.18B
2
+$1.12B
3
+$1.07B
4
NVDA icon
NVIDIA
NVDA
+$1.07B
5
V icon
Visa
V
+$1.01B

Sector Composition

1 Financials 16.49%
2 Technology 14.94%
3 Healthcare 13.4%
4 Consumer Discretionary 11.03%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$448M 0.06%
3,908,378
+121,305
352
$444M 0.06%
5,442,010
-2,116,282
353
$442M 0.06%
16,403,852
-2,306,303
354
$442M 0.06%
8,412,897
+7,858,641
355
$438M 0.06%
23,956,262
+3,145,677
356
$437M 0.06%
5,163,168
+143,225
357
$437M 0.06%
4,739,266
+929,909
358
$437M 0.06%
4,210,647
-567,011
359
$434M 0.06%
11,879,195
+282,023
360
$431M 0.06%
8,946,500
+1,214,228
361
$430M 0.06%
8,199,903
-380,800
362
$430M 0.06%
7,425,201
+660,288
363
$424M 0.06%
13,309,541
+6,325,375
364
$422M 0.06%
7,485,008
+3,241,703
365
$421M 0.06%
21,418,801
-1,868,033
366
$421M 0.06%
3,092,000
-4,000
367
$420M 0.06%
3,425,965
-959,750
368
$418M 0.06%
6,277,317
+46,470
369
$415M 0.06%
14,709,568
+112,634
370
$414M 0.06%
5,882,825
-30,250
371
$413M 0.06%
7,308,652
-2,063,446
372
$412M 0.06%
5,795,953
+780,975
373
$410M 0.05%
9,015,997
+5,712,799
374
$408M 0.05%
6,061,803
+141,117
375
$407M 0.05%
6,262,167
+22,699
13 14
15
16 17