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
576
$284M 0.03%
26,959,588
-6,903,909
577
$284M 0.03%
1,106,693
+213,196
578
$284M 0.03%
2,019,165
-112,546
579
$284M 0.03%
991,295
+489,440
580
$283M 0.03%
14,663,724
+810,879
581
$282M 0.03%
892,890
-225,269
582
$281M 0.03%
8,946,913
+12,806
583
$281M 0.03%
4,296,643
+197,536
584
$280M 0.03%
12,410,837
+501,026
585
$279M 0.03%
2,252,698
+2,247,164
586
$278M 0.03%
4,927,879
-2,140,190
587
$278M 0.03%
1,891,311
-415,183
588
$277M 0.03%
2,206,331
+1,348,020
589
$276M 0.03%
49,997,105
-23,715,750
590
$276M 0.03%
18,307,442
+559,423
591
$275M 0.03%
2,549,551
+743,267
592
$273M 0.03%
8,442,260
-4,107,870
593
$273M 0.03%
5,456,954
+664,456
594
$273M 0.02%
2,429,568
+558,926
595
$271M 0.02%
1,567,896
-303,309
596
$269M 0.02%
4,004,118
+213,138
597
$269M 0.02%
8,082,740
+211,327
598
$266M 0.02%
2,968,653
-60,962
599
$266M 0.02%
4,528,402
+204,378
600
$265M 0.02%
2,704,228
+623,433
22 23
24
25 26