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
$835B
AUM Growth
+$105B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,595
New
Increased
Reduced
Closed

Top Buys

1
+$1.83B
2
+$1.48B
3
+$1.45B
4
GE icon
GE Aerospace
GE
+$1.37B
5
NXPI icon
NXP Semiconductors
NXPI
+$1.07B

Top Sells

1
+$2.16B
2
+$2.06B
3
+$1.6B
4
AMGN icon
Amgen
AMGN
+$1.48B
5
ATVI
Activision Blizzard
ATVI
+$1.27B

Sector Composition

1 Technology 19.83%
2 Healthcare 16.01%
3 Financials 14.99%
4 Consumer Discretionary 11.01%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$347M 0.04%
2,633,071
-1,241,437
427
$346M 0.04%
3,983,353
-492,832
428
$345M 0.04%
8,626,146
-6,322
429
$344M 0.04%
10,280,305
-4,466,873
430
$344M 0.04%
6,514,415
-231,778
431
$343M 0.04%
3,964,109
+417,057
432
$343M 0.04%
7,363,953
+435,414
433
$342M 0.04%
1,700,586
+228,367
434
$342M 0.04%
174,355
-1,824
435
$341M 0.04%
2,662,132
+198,908
436
$340M 0.04%
12,463,394
+3,096,607
437
$340M 0.04%
1,435,235
-92,056
438
$338M 0.04%
11,630,784
+67,250
439
$338M 0.04%
4,606,270
+2,409,882
440
$337M 0.04%
6,927,062
+1,342,671
441
$337M 0.04%
28,093,255
+918,641
442
$337M 0.04%
1,183,483
-547,066
443
$333M 0.04%
49,650,160
+2,689,612
444
$331M 0.04%
5,643,556
-87,387
445
$331M 0.04%
15,298,497
-890,400
446
$331M 0.04%
12,235,453
-982,307
447
$330M 0.04%
17,476,594
+514,020
448
$328M 0.04%
7,829,275
+56,973
449
$328M 0.04%
3,182,368
450
$326M 0.04%
11,218,548
+840,352
16 17
18
19 20