Fidelity Investments Portfolio holdings
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.
Top Buys
| 1 | +$5.99B | |
| 2 | +$4.18B | |
| 3 | +$2.72B | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$2.7B |
| 5 |
ASML
ASML
|
+$2.19B |
Top Sells
| 1 | +$5.57B | |
| 2 | +$4.56B | |
| 3 | +$4.49B | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.67B |
| 5 |
Micron Technology
MU
|
+$2.95B |
Sector Composition
| 1 | Technology | 32.17% |
| 2 | Communication Services | 11.32% |
| 3 | Financials | 9.98% |
| 4 | Healthcare | 9.44% |
| 5 | Consumer Discretionary | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
NXP Semiconductors
NXPI
$77.7B
| $4.95B | 0.26% |
25,141,418
+1,963,761
|
|
||
52
Wabtec
WAB
$44.3B
| $4.93B | 0.26% |
19,722,429
+811,550
|
|
||
53
Alnylam Pharmaceuticals
ALNY
$40.5B
| $4.82B | 0.25% |
14,579,166
-1,322,983
|
|
||
54
Monolithic Power Systems
MPWR
$76.8B
| $4.81B | 0.25% |
4,400,831
+423,823
|
|
||
55
AbbVie
ABBV
$404B
| $4.73B | 0.25% |
21,762,703
-846,686
|
|
||
56
Boston Scientific
BSX
$74.4B
| $4.66B | 0.25% |
74,226,395
-23,160,546
|
|
||
57
Home Depot
HD
$311B
| $4.51B | 0.24% |
13,725,309
+3,155,201
|
|
||
58
Linde
LIN
$238B
| $4.46B | 0.24% |
8,997,328
-1,738,995
|
|
||
59
Procter & Gamble
PG
$334B
| $4.44B | 0.23% |
30,709,456
+3,377,390
|
|
||
60
TJX Companies
TJX
$177B
| $4.4B | 0.23% |
27,548,642
-2,318,235
|
|
||
61
Welltower
WELL
$143B
| $4.38B | 0.23% |
22,175,983
+1,352,910
|
|
||
62
Danaher
DHR
$133B
| $4.27B | 0.23% |
22,534,329
+3,027,600
|
|
||
|
63
ASML
ASML
$649B
| $4.16B | 0.22% |
3,148,406
+1,597,776
|
|
||
64
Canadian Natural Resources
CNQ
$98.7B
| $4.16B | 0.22% |
85,203,825
-6,019,313
|
|
||
65
Trane Technologies
TT
$101B
| $4.11B | 0.22% |
9,866,235
-1,091,268
|
|
||
66
CRH
CRH
$71.2B
| $4.09B | 0.22% |
38,915,239
-1,300,621
|
|
||
67
Chubb
CB
$125B
| $3.98B | 0.21% |
12,222,474
+1,302,824
|
|
||
68
Agnico Eagle Mines
AEM
$85.5B
| $3.97B | 0.21% |
19,577,184
-777,659
|
|
||
69
Walmart Inc
WMT
$951B
| $3.95B | 0.21% |
31,777,449
-7,789,806
|
|
||
70
iShares Core S&P 500 ETF
IVV
$838B
| $3.94B | 0.21% |
6,025,941
+1,941
|
|
||
71
ConocoPhillips
COP
$144B
| $3.88B | 0.2% |
29,393,479
+8,244,241
|
|
||
72
Keurig Dr Pepper
KDP
$41.4B
| $3.83B | 0.2% |
145,628,995
+10,135,279
|
|
||
73
Morgan Stanley
MS
$338B
| $3.74B | 0.2% |
22,730,023
-3,436,568
|
|
||
74
GSK
GSK
$103B
| $3.73B | 0.2% |
67,661,646
+192,237
|
|
||
75
Deere & Co
DE
$160B
| $3.68B | 0.19% |
6,529,794
+489,607
|
|