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
$748B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,810
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.36B
3
+$1.15B
4
MSFT icon
Microsoft
MSFT
+$1.09B
5
GS icon
Goldman Sachs
GS
+$891M

Top Sells

1
+$1.18B
2
+$1.12B
3
+$1.07B
4
NVDA icon
NVIDIA
NVDA
+$1.07B
5
V icon
Visa
V
+$1.01B

Sector Composition

1 Financials 16.49%
2 Technology 14.94%
3 Healthcare 13.4%
4 Consumer Discretionary 11.03%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$309M 0.04%
5,346,153
-261,766
477
$309M 0.04%
8,458,304
-95,181
478
$308M 0.04%
10,747,698
-387,404
479
$308M 0.04%
10,978,873
-154,779
480
$308M 0.04%
2,994,681
-76,555
481
$308M 0.04%
15,699,209
+940,809
482
$307M 0.04%
8,910,374
-3,902,369
483
$307M 0.04%
8,933,027
+591,480
484
$305M 0.04%
3,847,953
-546,218
485
$304M 0.04%
11,127,087
-2,795,225
486
$304M 0.04%
18,419,116
+712,217
487
$304M 0.04%
14,085,031
+5,538,124
488
$304M 0.04%
8,765,417
-893,990
489
$303M 0.04%
14,300,811
+229,757
490
$303M 0.04%
4,746,579
+88,389
491
$303M 0.04%
5,042,786
+9,095
492
$303M 0.04%
32,126,807
+5,323,531
493
$301M 0.04%
23,490,947
+219,882
494
$300M 0.04%
7,748,129
-1,952,890
495
$299M 0.04%
12,414,102
-941,986
496
$297M 0.04%
4,625,607
+8,625
497
$297M 0.04%
2,446,319
-772,224
498
$296M 0.04%
8,711,601
+6,393,437
499
$296M 0.04%
3,205,273
-94,727
500
$293M 0.04%
7,789,418
+368,450
18 19
20
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