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
$1.01T
AUM Growth
+$47.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,740
New
Increased
Reduced
Closed

Top Buys

1
+$1.16B
2
+$1.16B
3
+$1.04B
4
NFLX icon
Netflix
NFLX
+$1.01B
5
TSM icon
TSMC
TSM
+$883M

Top Sells

1
+$3.86B
2
+$1.55B
3
+$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.22B
5
UNH icon
UnitedHealth
UNH
+$1.04B

Sector Composition

1 Technology 22.49%
2 Healthcare 16.7%
3 Financials 12.33%
4 Consumer Discretionary 9.99%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$142M 0.01%
704,148
-725,598
827
$142M 0.01%
28,806,944
-2,352,581
828
$142M 0.01%
2,299,917
+142,611
829
$142M 0.01%
1,125,338
+92,448
830
$142M 0.01%
2,418,087
-846,350
831
$140M 0.01%
2,660,065
+31,589
832
$140M 0.01%
2,323,483
-63,292
833
$139M 0.01%
2,062,431
+1,426,797
834
$139M 0.01%
855,448
-82,387
835
$139M 0.01%
3,098,324
+246,826
836
$138M 0.01%
950,519
-27,872
837
$137M 0.01%
8,748,384
-2,169,228
838
$137M 0.01%
1,564,278
-111,906
839
$137M 0.01%
5,225,495
-93,210
840
$137M 0.01%
1,197,608
+366,867
841
$136M 0.01%
2,149,080
+81,021
842
$136M 0.01%
5,872,206
-1,535,641
843
$136M 0.01%
6,110,768
+1,725
844
$136M 0.01%
1,623,146
-8,768
845
$136M 0.01%
4,931,991
-1,263,632
846
$135M 0.01%
9,139,173
+209,942
847
$135M 0.01%
4,390,707
-316,334
848
$134M 0.01%
1,273,841
-666,832
849
$134M 0.01%
6,905,423
-576,927
850
$133M 0.01%
6,854,475
-904,922
32 33
34
35 36