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
$1.09T
AUM Growth
+$86.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,714
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$1.31B
3
+$1.17B
4
ADI icon
Analog Devices
ADI
+$1.13B
5
GEHC icon
GE HealthCare
GEHC
+$1.12B

Top Sells

1
+$2.14B
2
+$1.73B
3
+$1.6B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.54B
5
UNH icon
UnitedHealth
UNH
+$1.37B

Sector Composition

1 Technology 26.75%
2 Healthcare 14.55%
3 Financials 10.98%
4 Consumer Discretionary 10.5%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.41B 0.49%
24,200,445
-3,258,109
27
$5.33B 0.49%
40,238,903
-4,167,832
28
$5.13B 0.47%
16,275,855
-1,590,436
29
$5.11B 0.47%
52,160,154
+7,561,155
30
$4.94B 0.45%
79,672,040
-8,747,371
31
$4.72B 0.43%
25,290,635
+1,898,766
32
$4.69B 0.43%
9,448,612
-252,241
33
$4.64B 0.42%
13,066,483
+303,502
34
$4.63B 0.42%
56,217,978
+5,425,579
35
$4.62B 0.42%
21,732,147
-354,865
36
$4.56B 0.42%
111,508,140
+4,038,124
37
$4.46B 0.41%
117,764,529
+5,767,151
38
$4.45B 0.41%
22,236,934
-562,184
39
$4.3B 0.39%
105,191,820
+2,667,362
40
$4.26B 0.39%
134,375,074
+6,772,640
41
$4.12B 0.38%
10,700,826
-2,544,393
42
$3.9B 0.36%
41,902,774
+14,122,168
43
$3.86B 0.35%
15,118,333
-1,133,385
44
$3.83B 0.35%
48,901,281
+4,862,540
45
$3.8B 0.35%
35,734,925
+8,281,942
46
$3.59B 0.33%
24,146,367
+372,810
47
$3.59B 0.33%
11,618,317
+339,508
48
$3.56B 0.33%
7,342,938
+486,893
49
$3.55B 0.32%
12,423,722
-1,677,630
50
$3.54B 0.32%
7,497,698
+244,251
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