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
$835B
AUM Growth
+$105B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,595
New
Increased
Reduced
Closed

Top Buys

1
+$1.83B
2
+$1.48B
3
+$1.45B
4
GE icon
GE Aerospace
GE
+$1.37B
5
NXPI icon
NXP Semiconductors
NXPI
+$1.07B

Top Sells

1
+$2.16B
2
+$2.06B
3
+$1.6B
4
AMGN icon
Amgen
AMGN
+$1.48B
5
ATVI
Activision Blizzard
ATVI
+$1.27B

Sector Composition

1 Technology 19.83%
2 Healthcare 16.01%
3 Financials 14.99%
4 Consumer Discretionary 11.01%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$68M 0.01%
2,286,573
-819,852
1077
$67.7M 0.01%
1,170,613
-297,128
1078
$67.7M 0.01%
5,908,978
+3,777,700
1079
$67.6M 0.01%
821,696
+135,051
1080
$67.6M 0.01%
3,909,522
-90,160
1081
$67.4M 0.01%
836,558
-161,932
1082
$67.1M 0.01%
+124,608
1083
$67M 0.01%
546,259
+16,007
1084
$66.8M 0.01%
4,423,052
-1,549,287
1085
$66.6M 0.01%
1,671,926
+331,263
1086
$66.6M 0.01%
988,775
+326,602
1087
$66.5M 0.01%
881,581
-82,742
1088
$66.2M 0.01%
2,036,901
+441,012
1089
$66M 0.01%
251,279
+5,832
1090
$65.9M 0.01%
1,115,698
-55,804
1091
$65.5M 0.01%
1,567,796
-760,660
1092
$65.5M 0.01%
1,772,988
-62,932
1093
$65.4M 0.01%
4,264,574
-3,287,733
1094
$65.2M 0.01%
358,408
+281,964
1095
$65.2M 0.01%
2,808,368
+396,792
1096
$65.1M 0.01%
602,390
-41,905
1097
$64.9M 0.01%
214,660
-248,548
1098
$64.9M 0.01%
2,508,983
-104,563
1099
$64.8M 0.01%
424,369
-8,419
1100
$64.7M 0.01%
1,816,700
+414,500
42 43
44
45 46