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
$1.12T
AUM Growth
+$135B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,529
New
Increased
Reduced
Closed

Top Buys

1
+$1.57B
2
+$1.44B
3
+$1.26B
4
MAR icon
Marriott International
MAR
+$1.19B
5
QS icon
QuantumScape
QS
+$1B

Top Sells

1
+$3.22B
2
+$3.18B
3
+$2.75B
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.28B
5
MA icon
Mastercard
MA
+$2.26B

Sector Composition

1 Technology 27.07%
2 Healthcare 14.55%
3 Consumer Discretionary 14.53%
4 Financials 10.96%
5 Communication Services 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$175M 0.02%
37,104,348
-1,032,012
802
$174M 0.02%
3,956,980
-159,886
803
$174M 0.02%
10,397,528
-533,846
804
$174M 0.02%
+5,279,233
805
$174M 0.02%
5,847,430
-7,741,600
806
$173M 0.02%
7,798,119
-1,427,411
807
$172M 0.02%
1,074,388
-904,840
808
$172M 0.02%
5,811,928
-81,085
809
$172M 0.02%
3,017,356
-46,316
810
$172M 0.02%
1,957,322
+1,251,476
811
$171M 0.02%
9,192,696
+2,450,817
812
$171M 0.02%
1,272,685
-49,711
813
$171M 0.02%
7,103,002
+1,897
814
$171M 0.02%
7,449,403
+4,429,867
815
$170M 0.02%
8,174,827
-344,510
816
$170M 0.02%
2,128,692
+309,661
817
$170M 0.02%
6,517,826
-2,595,918
818
$170M 0.02%
9,541,794
+70,172
819
$169M 0.02%
1,819,040
-340,005
820
$169M 0.02%
3,146,150
+523,830
821
$169M 0.02%
1,419,433
-68,683
822
$168M 0.02%
6,174,554
-292,694
823
$168M 0.01%
2,941,131
+196,476
824
$167M 0.01%
14,058,993
+1,444,537
825
$166M 0.01%
3,651,164
-73,492
31 32
33
34 35