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
$853B
AUM Growth
+$25.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,796
New
Increased
Reduced
Closed

Top Buys

1
+$1.35B
2
+$1.27B
3
+$1.13B
4
MSFT icon
Microsoft
MSFT
+$1.04B
5
SCHW icon
Charles Schwab
SCHW
+$889M

Top Sells

1
+$4.02B
2
+$1.7B
3
+$1.39B
4
BKNG icon
Booking.com
BKNG
+$1.38B
5
AMGN icon
Amgen
AMGN
+$1.24B

Sector Composition

1 Financials 17.16%
2 Technology 16.67%
3 Healthcare 13.22%
4 Consumer Discretionary 10.61%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$94M 0.01%
2,369,176
-216,337
1027
$93.9M 0.01%
1,257,530
-159,966
1028
$93.7M 0.01%
5,591,130
+61,971
1029
$93.2M 0.01%
2,058,059
-548,612
1030
$92.9M 0.01%
704,105
-205,522
1031
$92.8M 0.01%
1,120,524
+1,045,446
1032
$92.7M 0.01%
2,113,377
-538,284
1033
$92.1M 0.01%
1,519,422
+255,000
1034
$91.4M 0.01%
6,456,213
+926,310
1035
$91.3M 0.01%
2,430,318
+189,261
1036
$91.2M 0.01%
1,374,947
+762,773
1037
$90.8M 0.01%
3,025,483
-1,882,906
1038
$90.8M 0.01%
4,276,524
+1,508,039
1039
$90.7M 0.01%
7,652,132
+561,176
1040
$90.6M 0.01%
3,801,893
+563,052
1041
$90.4M 0.01%
3,100,303
+359,242
1042
$90.3M 0.01%
1,454,000
-75,200
1043
$90.2M 0.01%
1,668,260
+812,328
1044
$90M 0.01%
1,629,902
+310,337
1045
$89.9M 0.01%
2,029,334
-177,163
1046
$89.9M 0.01%
7,484,386
-3,975,887
1047
$89.8M 0.01%
904,535
-182,599
1048
$89.5M 0.01%
2,473,076
+350,088
1049
$89.3M 0.01%
1,577,216
-360,570
1050
$89.1M 0.01%
1,983,341
-115,900
40 41
42
43 44