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
$853B
AUM Growth
+$25.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,796
New
Increased
Reduced
Closed

Top Buys

1
+$1.35B
2
+$1.27B
3
+$1.13B
4
MSFT icon
Microsoft
MSFT
+$1.04B
5
SCHW icon
Charles Schwab
SCHW
+$889M

Top Sells

1
+$4.02B
2
+$1.7B
3
+$1.39B
4
BKNG icon
Booking.com
BKNG
+$1.38B
5
AMGN icon
Amgen
AMGN
+$1.24B

Sector Composition

1 Financials 17.16%
2 Technology 16.67%
3 Healthcare 13.22%
4 Consumer Discretionary 10.61%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$285M 0.03%
5,550,816
+177,099
552
$284M 0.03%
22,181,936
-55,600
553
$283M 0.03%
3,953,065
+298,207
554
$282M 0.03%
18,309,866
+10,035,085
555
$281M 0.03%
3,214,574
-132,178
556
$281M 0.03%
5,803,423
-303,409
557
$279M 0.03%
4,187,742
558
$279M 0.03%
9,222,518
-44,427
559
$278M 0.03%
5,100,243
+2,084,050
560
$278M 0.03%
6,449,937
-2,080,244
561
$276M 0.03%
13,441,267
+3,939,525
562
$276M 0.03%
3,196,491
+23,663
563
$275M 0.03%
10,258,898
-384,476
564
$275M 0.03%
2,969,332
-1,289,718
565
$275M 0.03%
8,217,775
+1,210,434
566
$273M 0.03%
6,828,148
-224,254
567
$273M 0.03%
5,796,066
-31,405
568
$273M 0.03%
5,184,941
-1,795,157
569
$273M 0.03%
60,781,144
+846,604
570
$272M 0.03%
5,525,203
-919,983
571
$272M 0.03%
10,250,089
-4,332,628
572
$267M 0.03%
2,229,716
-315,900
573
$266M 0.03%
7,763,398
+1,418,050
574
$265M 0.03%
6,957,330
+932,330
575
$265M 0.03%
7,831,240
+666,040
21 22
23
24 25