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
26
$4.45B 0.53%
18,280,875
+863,655
27
$4.29B 0.51%
22,341,660
-2,695,246
28
$4.21B 0.5%
11,041,836
+2,311,630
29
$4.11B 0.49%
20,439,908
+340,442
30
$4.07B 0.49%
21,416,684
+59,931
31
$3.97B 0.48%
82,217,255
-6,833,396
32
$3.94B 0.47%
29,144,320
+2,746,055
33
$3.88B 0.47%
20,423,586
+1,388,871
34
$3.86B 0.46%
47,767,853
+3,038,704
35
$3.82B 0.46%
20,955,847
+2,070,115
36
$3.8B 0.46%
160,898,528
-6,686,664
37
$3.76B 0.45%
33,901,641
+9,190,235
38
$3.73B 0.45%
63,110,908
-1,076,197
39
$3.68B 0.44%
35,400,538
+7,389,251
40
$3.65B 0.44%
31,213,501
+6,357,067
41
$3.22B 0.39%
26,121,316
-4,239,475
42
$3.17B 0.38%
11,572,581
+2,900,868
43
$3.03B 0.36%
18,492,021
+97,885
44
$3B 0.36%
10,439,399
-904,336
45
$2.9B 0.35%
17,499,760
+1,724,423
46
$2.87B 0.34%
35,436,427
-3,293,900
47
$2.87B 0.34%
26,274,516
+1,690,676
48
$2.85B 0.34%
53,531,356
+2,052,931
49
$2.85B 0.34%
14,767,717
-427,726
50
$2.74B 0.33%
53,017,001
+9,527,154
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