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
$1.49T
AUM Growth
+$188B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,874
New
Increased
Reduced
Closed

Top Buys

1
+$2.03B
2
+$1.85B
3
+$1.7B
4
AMZN icon
Amazon
AMZN
+$1.61B
5
ASML icon
ASML
ASML
+$1.59B

Top Sells

1
+$11.2B
2
+$3B
3
+$2.73B
4
AAPL icon
Apple
AAPL
+$1.87B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.31B

Sector Composition

1 Technology 30.6%
2 Healthcare 12.13%
3 Financials 10.96%
4 Consumer Discretionary 10.79%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$546M 0.04%
5,596,123
-490,827
427
$545M 0.04%
2,592,425
+665,923
428
$545M 0.04%
11,068,026
+258,791
429
$544M 0.04%
11,699,019
-161,809
430
$542M 0.04%
4,115,690
-649,500
431
$536M 0.04%
14,514,447
+1,382,600
432
$533M 0.04%
4,009,436
-41,749
433
$531M 0.04%
8,023,193
+615,667
434
$528M 0.04%
21,131,468
+265,034
435
$526M 0.04%
7,815,278
+948,491
436
$525M 0.04%
14,567,850
+6,498,168
437
$524M 0.04%
4,079,614
+21,273
438
$523M 0.04%
7,481,453
+649,980
439
$523M 0.04%
4,227,002
-1,186,694
440
$522M 0.04%
23,024,867
+3,683,370
441
$522M 0.04%
8,331,276
+974,603
442
$521M 0.04%
1,999,861
+526,437
443
$520M 0.03%
1,913,437
-24,574
444
$516M 0.03%
6,206,547
+1,328,492
445
$516M 0.03%
2,842,515
-832,104
446
$515M 0.03%
4,270,700
-478,683
447
$515M 0.03%
2,901,329
+484,525
448
$513M 0.03%
19,548,868
+3,105,279
449
$512M 0.03%
1,660,144
+105,990
450
$511M 0.03%
2,996,640
-2,592,500
16 17
18
19 20