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
$889B
AUM Growth
+$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,967
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$1.2B
3
+$1.04B
4
HCA icon
HCA Healthcare
HCA
+$754M
5
AXP icon
American Express
AXP
+$731M

Top Sells

1
+$7.23B
2
+$5.61B
3
+$4.1B
4
TSLA icon
Tesla
TSLA
+$3.17B
5
QCOM icon
Qualcomm
QCOM
+$1.38B

Sector Composition

1 Technology 19.87%
2 Financials 15.4%
3 Healthcare 15.27%
4 Consumer Discretionary 11.41%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$182M 0.02%
2,607,991
+127,537
702
$181M 0.02%
3,389,127
-10,384,890
703
$181M 0.02%
3,947,666
-769,319
704
$181M 0.02%
2,696,194
-7,931
705
$180M 0.02%
4,177,075
-216,008
706
$179M 0.02%
8,712,192
-472,580
707
$178M 0.02%
2,998,335
-992,559
708
$178M 0.02%
8,206,241
+1,784
709
$178M 0.02%
4,016,387
+2,569,984
710
$177M 0.02%
1,864,564
-8,074
711
$176M 0.02%
5,199,373
+509,885
712
$176M 0.02%
2,388,847
-284,913
713
$176M 0.02%
28,324,948
+6,525,531
714
$174M 0.02%
979,511
-57,934
715
$174M 0.02%
1,388,348
-276,280
716
$174M 0.02%
12,965,401
+2,092,676
717
$174M 0.02%
3,190,327
-947,858
718
$174M 0.02%
7,140,571
+950,910
719
$173M 0.02%
8,621,856
+316,801
720
$173M 0.02%
1,257,318
+576,355
721
$173M 0.02%
1,827,957
-412,549
722
$172M 0.02%
3,847,469
-429,177
723
$172M 0.02%
7,377,381
-8,389
724
$171M 0.02%
9,681,405
-644,276
725
$170M 0.02%
1,817,141
+57,110
27 28
29
30 31