Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

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
+30.81%
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 22.5%
2 Healthcare 16.7%
3 Financials 12.33%
4 Consumer Discretionary 9.99%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.37B 0.24%
31,838,875
-3,572,427
77
$2.34B 0.23%
6,102,182
-147,631
78
$2.32B 0.23%
14,363,496
-655,720
79
$2.27B 0.23%
31,812,572
-5,374,774
80
$2.17B 0.22%
45,982,533
+1,148,811
81
$2.16B 0.21%
25,409,056
-261,147
82
$2.14B 0.21%
24,872,709
+525,050
83
$2.14B 0.21%
44,854,165
+1,711,830
84
$2.13B 0.21%
11,776,967
+1,030,912
85
$2.07B 0.21%
6,180,224
-676,559
86
$2.07B 0.21%
27,780,606
+11,848,523
87
$2B 0.2%
17,075,866
-195,030
88
$1.99B 0.2%
7,497,117
+2,785,831
89
$1.97B 0.2%
5,209,169
+23,437
90
$1.96B 0.19%
14,366,727
-28,327
91
$1.95B 0.19%
46,495,540
-2,397,560
92
$1.95B 0.19%
15,352,346
-335,343
93
$1.92B 0.19%
22,454,549
+3,525,011
94
$1.91B 0.19%
7,759,253
+417,595
95
$1.91B 0.19%
10,133,718
-130,274
96
$1.87B 0.19%
14,467,906
+251,676
97
$1.86B 0.18%
27,911,797
+372,771
98
$1.85B 0.18%
8,721,934
-564,661
99
$1.83B 0.18%
29,073,259
+2,639,475
100
$1.8B 0.18%
36,130,867
+1,813,757
2 3
4
5 6