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
1001
$91.6M 0.01%
22,644,647
+2,082,199
1002
$91.5M 0.01%
9,695,979
+1,695,195
1003
$91.2M 0.01%
830,018
+96,010
1004
$90.5M 0.01%
841,598
+344,900
1005
$90.3M 0.01%
577,196
+147,209
1006
$90.3M 0.01%
1,652,431
-22,990
1007
$90.3M 0.01%
262,715
+363
1008
$90.2M 0.01%
1,763,092
-114,377
1009
$89.6M 0.01%
6,475,847
-3,308,500
1010
$89.5M 0.01%
1,909,259
+120,697
1011
$89.2M 0.01%
1,958,245
-919,359
1012
$88.9M 0.01%
3,901,924
-700,484
1013
$88.9M 0.01%
2,082,066
+178,790
1014
$88.8M 0.01%
2,184,384
+37,940
1015
$87.8M 0.01%
1,792,303
-173,906
1016
$87.8M 0.01%
3,467,302
-2,897,587
1017
$87.6M 0.01%
1,309,395
+60,807
1018
$87.1M 0.01%
5,409,598
-222,768
1019
$87M 0.01%
4,516,398
-1,457,404
1020
$86.5M 0.01%
10,589,436
-3,873,435
1021
$86.5M 0.01%
946,911
-24,464
1022
$86.1M 0.01%
1,068,426
+185,651
1023
$85.8M 0.01%
1,756,843
+65,460
1024
$85.6M 0.01%
7,813,308
+3,135,260
1025
$85.3M 0.01%
4,082,782
-44,658
39 40
41
42 43