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
776
$151M 0.02%
2,111,988
-205,442
777
$151M 0.02%
+5,742,234
778
$150M 0.02%
6,810,352
+1,101,165
779
$150M 0.02%
8,950,815
+298,580
780
$150M 0.02%
5,527,276
-2,695,601
781
$149M 0.02%
1,112,600
-919,305
782
$148M 0.02%
4,211,861
-1,153,805
783
$148M 0.02%
1,369,679
-648,285
784
$147M 0.02%
860,221
+153,965
785
$146M 0.02%
11,786,187
-310,837
786
$146M 0.02%
2,489,298
+13,075
787
$144M 0.02%
3,281,834
-429,973
788
$144M 0.02%
2,238,540
-464,848
789
$143M 0.02%
517,539
-163,425
790
$143M 0.02%
7,141,502
+1,680,373
791
$142M 0.02%
4,978,878
+23,961
792
$141M 0.02%
2,404,843
+438,662
793
$141M 0.02%
1,878,425
-481,289
794
$141M 0.02%
+6,226,764
795
$141M 0.02%
6,885,873
+3,296,672
796
$141M 0.02%
3,228,291
-704,901
797
$141M 0.02%
1,777,722
+3,315
798
$140M 0.02%
613,703
-7,700
799
$140M 0.02%
1,446,865
-237,525
800
$140M 0.02%
1,159,890
-1,282,657
30 31
32
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