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
651
$232M 0.02%
10,671,557
-12,708,091
652
$232M 0.02%
1,175,472
+471,324
653
$231M 0.02%
19,702,166
+8,141,547
654
$231M 0.02%
11,094,918
+4,014,146
655
$230M 0.02%
7,116,719
-776,110
656
$230M 0.02%
1,660,351
-633,272
657
$230M 0.02%
41,220
+8,133
658
$229M 0.02%
10,003,272
+2,158,506
659
$229M 0.02%
1,707,230
+138,301
660
$229M 0.02%
4,984,707
+125,694
661
$228M 0.02%
21,051,513
-3,346,482
662
$227M 0.02%
30,762,284
+390,794
663
$224M 0.02%
1,966,624
+68,123
664
$224M 0.02%
3,836,793
-400,153
665
$223M 0.02%
5,930,115
+147,242
666
$223M 0.02%
2,943,011
-111,936
667
$221M 0.02%
12,582,776
+1,089,270
668
$221M 0.02%
11,291,311
+674,244
669
$220M 0.02%
1,179,662
+43
670
$220M 0.02%
6,328,708
+1,537,008
671
$219M 0.02%
18,459,667
+1,089,378
672
$219M 0.02%
3,576,340
+177,655
673
$219M 0.02%
1,321,947
-35,666
674
$218M 0.02%
2,791,098
-110,533
675
$218M 0.02%
7,976,147
+3,044,156
25 26
27
28 29