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
876
$143M 0.01%
7,536,177
+1,435,624
877
$143M 0.01%
951,698
+107,711
878
$143M 0.01%
2,174,335
-541,372
879
$143M 0.01%
2,218,911
-167,057
880
$143M 0.01%
60,818,191
+7,042
881
$143M 0.01%
696,612
-13,451
882
$143M 0.01%
356,590
+337,287
883
$142M 0.01%
46,543,957
+5,812,914
884
$141M 0.01%
245,123
-174,753
885
$141M 0.01%
5,536,772
-1,443,416
886
$140M 0.01%
2,397,836
-121,659
887
$140M 0.01%
+4,197,082
888
$140M 0.01%
262,879
-55,282
889
$139M 0.01%
907,789
-40,664
890
$139M 0.01%
1,006,011
-35,780
891
$139M 0.01%
2,979,996
-84,750
892
$138M 0.01%
915,116
-98,556
893
$138M 0.01%
4,030,114
+255,063
894
$138M 0.01%
2,456,808
+711,257
895
$137M 0.01%
1,073,482
-43,634
896
$137M 0.01%
2,110,329
-32,420
897
$136M 0.01%
2,464,404
-27,070
898
$136M 0.01%
1,417,128
-146,488
899
$136M 0.01%
6,288,201
+1,975,701
900
$135M 0.01%
2,168,944
+258,384
34 35
36
37 38