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
1001
$89.3M 0.01%
24,172,788
1002
$89M 0.01%
1,272,762
-129,398
1003
$88.5M 0.01%
4,092,351
+2,063,930
1004
$88.5M 0.01%
1,908,652
-41,044
1005
$88.2M 0.01%
865,248
-1,216
1006
$87.8M 0.01%
571,123
+73,235
1007
$87.7M 0.01%
1,359,897
-21,733
1008
$87.6M 0.01%
1,190,438
-2,043,400
1009
$87.5M 0.01%
696,431
+11,500
1010
$87.4M 0.01%
1,036,891
-398,176
1011
$87.4M 0.01%
14,860,364
-2,344,754
1012
$87.3M 0.01%
3,086,430
+5,262
1013
$87.3M 0.01%
1,759,804
-677,200
1014
$87.1M 0.01%
9,304,787
+1,634,020
1015
$86.6M 0.01%
5,580,392
+1,455,486
1016
$86.4M 0.01%
2,137,654
+1,403,132
1017
$86.2M 0.01%
891,739
-260,179
1018
$86.1M 0.01%
+4,885,417
1019
$86.1M 0.01%
1,115,956
-470,746
1020
$86M 0.01%
2,664,118
-130,528
1021
$85.9M 0.01%
1,097,672
+188,411
1022
$85.8M 0.01%
2,322,666
-27,450
1023
$85.3M 0.01%
3,160,397
-1,338,138
1024
$85.1M 0.01%
1,387,172
-52,434
1025
$84.7M 0.01%
2,609,616
+2,182,769
39 40
41
42 43