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
951
$99.5M 0.01%
5,367,072
+126,872
952
$99.4M 0.01%
1,743,244
+124,942
953
$99.4M 0.01%
2,840,044
-1,166,446
954
$99.2M 0.01%
+3,642,658
955
$99.2M 0.01%
7,997,609
-2,824,929
956
$98.8M 0.01%
3,953,773
-36,905
957
$98.7M 0.01%
6,890,460
958
$98.7M 0.01%
1,196,445
+583,957
959
$98.6M 0.01%
1,987,567
-1,331,783
960
$98.4M 0.01%
252,759
+17,018
961
$98.4M 0.01%
781,394
+33,559
962
$98.1M 0.01%
3,754,761
+1,362,285
963
$98M 0.01%
2,643,437
-57,812
964
$97.6M 0.01%
2,857,718
-829,054
965
$97.2M 0.01%
1,642,373
+604,667
966
$97M 0.01%
1,653,326
-312,815
967
$96.9M 0.01%
3,403,449
+2,043,515
968
$96.5M 0.01%
7,072,783
-440,890
969
$96.4M 0.01%
3,011,048
-132,060
970
$95.5M 0.01%
997,252
-690,833
971
$95.3M 0.01%
3,294,854
-1,939,967
972
$95.3M 0.01%
808,054
-183,410
973
$95M 0.01%
297,238
-195,004
974
$95M 0.01%
5,762,828
-1,388,657
975
$94.8M 0.01%
2,678,472
-365,259
37 38
39
40 41