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
1151
$58.2M 0.01%
1,516,784
+26,655
1152
$58.1M 0.01%
2,180,969
-1,441,408
1153
$57.4M 0.01%
755,476
+12,049
1154
$57.4M 0.01%
1,998,357
+106,813
1155
$57.3M 0.01%
993,288
+282,530
1156
$57M 0.01%
5,208,982
+4,884,836
1157
$56.9M 0.01%
3,630,452
-547,918
1158
$56.7M 0.01%
893,255
-376,792
1159
$56.6M 0.01%
753,984
+148,585
1160
$56.6M 0.01%
2,102,839
+29,016
1161
$56.6M 0.01%
657,610
+627,988
1162
$56.5M 0.01%
424,897
+406,553
1163
$56.4M 0.01%
682,407
+13,803
1164
$56.4M 0.01%
1,230,148
-148,651
1165
$56.4M 0.01%
1,048,225
-220,361
1166
$56.3M 0.01%
670,507
-43,253
1167
$56.3M 0.01%
4,127,334
-452,896
1168
$56.3M 0.01%
949,208
+78,490
1169
$56.2M 0.01%
1,060,502
-395,200
1170
$56.2M 0.01%
955,897
-119,367
1171
$56.1M 0.01%
3,771,091
+1,330,408
1172
$55.9M 0.01%
1,311,238
-306,751
1173
$55.9M 0.01%
182,762
+20,560
1174
$55.7M 0.01%
784,964
-60,863
1175
$54.6M 0.01%
2,072,642
+1,598,165
45 46
47
48 49