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
826
$130M 0.01%
+2,366,615
827
$130M 0.01%
4,251,652
+282,286
828
$130M 0.01%
6,939,117
+2,024,925
829
$130M 0.01%
1,434,635
+264,346
830
$130M 0.01%
3,683,896
+1,584,369
831
$130M 0.01%
2,765,788
+1,462,534
832
$130M 0.01%
3,096,904
-221,581
833
$130M 0.01%
6,093,578
+1,556,665
834
$129M 0.01%
+7,621,927
835
$129M 0.01%
7,393,554
+74,198
836
$129M 0.01%
3,665,427
-60,030
837
$129M 0.01%
2,041,261
-3,168,426
838
$129M 0.01%
5,977,773
+1,653,623
839
$129M 0.01%
8,722,104
+2,676,121
840
$129M 0.01%
7,709,473
-103,575
841
$129M 0.01%
7,892,212
-5,505,528
842
$129M 0.01%
8,873,604
-231,240
843
$128M 0.01%
2,487,847
-691,433
844
$128M 0.01%
2,249,493
-906,533
845
$128M 0.01%
5,786,990
+1,207
846
$128M 0.01%
1,878,929
+103,880
847
$128M 0.01%
1,707,427
+823,496
848
$128M 0.01%
999,998
+170,198
849
$127M 0.01%
12,179,123
+305,223
850
$127M 0.01%
2,045,320
+33,538
32 33
34
35 36