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
$835B
AUM Growth
+$105B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,595
New
Increased
Reduced
Closed

Top Buys

1
+$1.83B
2
+$1.48B
3
+$1.45B
4
GE icon
GE Aerospace
GE
+$1.37B
5
NXPI icon
NXP Semiconductors
NXPI
+$1.07B

Top Sells

1
+$2.16B
2
+$2.06B
3
+$1.6B
4
AMGN icon
Amgen
AMGN
+$1.48B
5
ATVI
Activision Blizzard
ATVI
+$1.27B

Sector Composition

1 Technology 19.83%
2 Healthcare 16.01%
3 Financials 14.99%
4 Consumer Discretionary 11.01%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$184M 0.02%
3,220,440
+265,776
677
$184M 0.02%
1,300,060
+923,949
678
$183M 0.02%
2,230,609
-589,626
679
$182M 0.02%
15,534,188
+11,590
680
$182M 0.02%
1,795,204
-170,466
681
$181M 0.02%
5,015,114
+2,440,822
682
$180M 0.02%
2,589,022
+825,829
683
$179M 0.02%
6,045,443
+363,325
684
$178M 0.02%
6,200,543
+1,289,556
685
$178M 0.02%
4,238,612
-128,809
686
$178M 0.02%
1,312,921
+584,719
687
$178M 0.02%
23,625,150
+9,869,451
688
$178M 0.02%
2,231,335
-585,668
689
$178M 0.02%
12,017,771
+1,247,518
690
$178M 0.02%
8,839,695
-4,634,291
691
$178M 0.02%
3,431,373
+1,652,275
692
$177M 0.02%
6,279,845
-674,038
693
$177M 0.02%
5,804,793
+1,983,188
694
$177M 0.02%
3,525,250
-583,616
695
$177M 0.02%
2,833,290
-1,157
696
$175M 0.02%
4,811,004
-2,948,345
697
$175M 0.02%
2,169,240
-788,041
698
$175M 0.02%
2,517,746
-429,178
699
$175M 0.02%
30,523,186
+18,438,723
700
$174M 0.02%
1,399,825
-328,002
26 27
28
29 30