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
$853B
AUM Growth
+$25.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,796
New
Increased
Reduced
Closed

Top Buys

1
+$1.35B
2
+$1.27B
3
+$1.13B
4
MSFT icon
Microsoft
MSFT
+$1.04B
5
SCHW icon
Charles Schwab
SCHW
+$889M

Top Sells

1
+$4.02B
2
+$1.7B
3
+$1.39B
4
BKNG icon
Booking.com
BKNG
+$1.38B
5
AMGN icon
Amgen
AMGN
+$1.24B

Sector Composition

1 Financials 17.16%
2 Technology 16.67%
3 Healthcare 13.22%
4 Consumer Discretionary 10.61%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$391M 0.05%
4,448,260
-475,397
427
$389M 0.05%
3,223,851
+1,000,374
428
$389M 0.05%
3,635,612
-1,160,255
429
$388M 0.05%
2,703,462
-466,870
430
$387M 0.05%
7,771,672
+2,699,193
431
$385M 0.05%
4,818,947
+826
432
$385M 0.05%
18,657,774
-694,390
433
$384M 0.05%
6,019,503
-592,960
434
$382M 0.04%
12,291,323
+441,812
435
$381M 0.04%
3,258,036
-706,701
436
$381M 0.04%
12,298,979
-1,562,722
437
$380M 0.04%
9,984,025
-948,193
438
$380M 0.04%
3,941,586
-78,563
439
$378M 0.04%
4,490,625
+12,721
440
$377M 0.04%
3,970,675
-60,630
441
$376M 0.04%
2,128,379
-3,715
442
$374M 0.04%
11,618,214
-694,391
443
$374M 0.04%
4,177,568
-143,474
444
$374M 0.04%
4,718,336
+20,020
445
$371M 0.04%
11,333,100
+1,009,245
446
$371M 0.04%
36,104,766
+550,729
447
$371M 0.04%
5,895,802
+346,826
448
$371M 0.04%
20,772,070
-4,074,032
449
$369M 0.04%
3,766,095
-261,227
450
$367M 0.04%
11,124,568
-998,191
16 17
18
19 20