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
1101
$87.9M 0.01%
1,369,967
-5,202
1102
$87.9M 0.01%
2,551,335
+10,688
1103
$87.8M 0.01%
5,326,186
+502,465
1104
$87.6M 0.01%
2,205,977
+42,141
1105
$87.5M 0.01%
4,538,238
+700,795
1106
$87.3M 0.01%
19,657,637
+2,871,452
1107
$87.1M 0.01%
250,873
+23,343
1108
$86.8M 0.01%
2,714,043
-3,860
1109
$86.5M 0.01%
14,362,388
+1,741,984
1110
$86.4M 0.01%
2,487,569
+120,277
1111
$86.1M 0.01%
7,637,161
-10,300,019
1112
$85.8M 0.01%
651,018
+68,107
1113
$85.6M 0.01%
993,904
+992,114
1114
$85.5M 0.01%
728,179
-3,499
1115
$85.4M 0.01%
1,868,702
-1,061,826
1116
$85M 0.01%
2,255,348
+328,957
1117
$84.9M 0.01%
3,627,398
-382,025
1118
$84.6M 0.01%
2,171,149
+209,719
1119
$84.4M 0.01%
1,005,015
+14,244
1120
$84.3M 0.01%
4,064,097
-569,924
1121
$84.3M 0.01%
16,989,070
-11,134
1122
$84.2M 0.01%
840,243
+81,379
1123
$84.1M 0.01%
14,810,454
+948,933
1124
$83.9M 0.01%
1,393,213
+643,563
1125
$83.9M 0.01%
7,522,812
+49,991
43 44
45
46 47