Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

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
+30.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01T
AUM Growth
+$47.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,740
New
Increased
Reduced
Closed

Top Buys

1
+$1.16B
2
+$1.16B
3
+$1.04B
4
NFLX icon
Netflix
NFLX
+$1.01B
5
TSM icon
TSMC
TSM
+$883M

Top Sells

1
+$3.86B
2
+$1.55B
3
+$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.22B
5
UNH icon
UnitedHealth
UNH
+$1.04B

Sector Composition

1 Technology 22.5%
2 Healthcare 16.7%
3 Financials 12.33%
4 Consumer Discretionary 9.99%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06B 0.5%
96,839,005
-2,289,250
27
$4.74B 0.47%
127,977,149
+103,685
28
$4.73B 0.47%
35,662,367
-7,340,497
29
$4.68B 0.47%
101,183,146
+19,055,975
30
$4.54B 0.45%
22,799,118
-1,036,571
31
$4.46B 0.44%
13,245,219
-1,031,867
32
$4.43B 0.44%
9,700,853
-644,734
33
$4.25B 0.42%
59,111,514
-10,788,770
34
$4.21B 0.42%
22,087,012
+3,105,005
35
$4.17B 0.41%
12,762,981
-56,581
36
$4.09B 0.41%
107,470,016
+1,668,940
37
$3.95B 0.39%
32,082,159
-6,346,743
38
$3.95B 0.39%
21,067,277
-137,064
39
$3.92B 0.39%
111,997,378
+4,603,330
40
$3.9B 0.39%
102,524,458
+3,130,326
41
$3.85B 0.38%
12,183,394
-48,793
42
$3.76B 0.37%
14,101,352
-1,330,856
43
$3.7B 0.37%
23,391,869
+648,787
44
$3.64B 0.36%
6,666,635
+89,818
45
$3.6B 0.36%
23,773,557
+446,936
46
$3.53B 0.35%
7,253,447
+514,346
47
$3.51B 0.35%
6,856,045
-63,533
48
$3.51B 0.35%
44,038,741
+5,147,764
49
$3.48B 0.35%
11,278,809
+9,024
50
$3.43B 0.34%
123,483,404
-10,556,006
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