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
26
$7.09B 0.48%
18,160,101
-1,660
27
$7.01B 0.47%
38,853,262
-1,485,954
28
$6.88B 0.46%
52,170,919
+9,370,902
29
$6.8B 0.46%
9,274,950
-12,612
30
$6.42B 0.43%
13,827,896
-46,214
31
$6.35B 0.43%
25,619,789
-130,369
32
$6.34B 0.43%
46,586,245
+6,929,294
33
$6.2B 0.42%
107,451,998
-4,323,090
34
$5.6B 0.38%
22,001,965
+2,306,263
35
$5.55B 0.37%
22,219,665
-131,223
36
$5.39B 0.36%
5,552,906
+1,634,215
37
$5.22B 0.35%
14,373,247
-147,924
38
$4.98B 0.33%
9,469,514
+1,363,589
39
$4.96B 0.33%
48,880,389
-4,989,995
40
$4.84B 0.32%
79,080,746
+100,979
41
$4.81B 0.32%
9,530,209
-2,002,537
42
$4.57B 0.31%
38,747,150
+11,979,545
43
$4.5B 0.3%
10,706,052
+408,884
44
$4.46B 0.3%
102,994,578
-9,432,420
45
$4.46B 0.3%
10,673,520
-2,305,991
46
$4.29B 0.29%
26,019,185
+3,226,703
47
$4.28B 0.29%
58,216,995
+1,150,500
48
$4.26B 0.29%
22,066,891
+1,453,152
49
$4.21B 0.28%
25,921,730
+789,373
50
$4.19B 0.28%
34,255,574
+15,138,817
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