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
$1.49T
AUM Growth
+$188B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,874
New
Increased
Reduced
Closed

Top Buys

1
+$2.03B
2
+$1.85B
3
+$1.7B
4
AMZN icon
Amazon
AMZN
+$1.61B
5
ASML icon
ASML
ASML
+$1.59B

Top Sells

1
+$11.2B
2
+$3B
3
+$2.73B
4
AAPL icon
Apple
AAPL
+$1.87B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.31B

Sector Composition

1 Technology 30.6%
2 Healthcare 12.13%
3 Financials 10.96%
4 Consumer Discretionary 10.79%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$94M 0.01%
416,375
+78,246
1077
$94M 0.01%
1,095,052
-7,828
1078
$93.8M 0.01%
1,857,885
+109,555
1079
$93.5M 0.01%
2,449,922
+2,447,396
1080
$92.8M 0.01%
3,257,140
+491,032
1081
$92.7M 0.01%
882,396
-125,123
1082
$92.5M 0.01%
1,623,902
+293,783
1083
$92.5M 0.01%
13,698,575
+5,429,203
1084
$92.3M 0.01%
9,260,871
-1,636,416
1085
$92.2M 0.01%
1,334,926
+452,200
1086
$92.1M 0.01%
4,147,254
+2,604,437
1087
$91.7M 0.01%
2,487,113
+196,628
1088
$91.7M 0.01%
1,509,680
+5,506
1089
$91.5M 0.01%
658,533
+51,478
1090
$91.4M 0.01%
3,218,393
+1,935,581
1091
$91.3M 0.01%
5,927,389
+64,536
1092
$90.7M 0.01%
2,609,387
-91,506
1093
$90.3M 0.01%
2,042,417
-153,218
1094
$90.2M 0.01%
4,779,269
+50,487
1095
$89.3M 0.01%
856,366
-270
1096
$89.2M 0.01%
1,349,948
-14,480
1097
$89.1M 0.01%
1,495,678
+148,038
1098
$88.9M 0.01%
305,296
+52,626
1099
$88.5M 0.01%
2,154,768
+841,416
1100
$88.2M 0.01%
5,328,670
+3,758,563
42 43
44
45 46