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
$889B
AUM Growth
+$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,967
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$1.2B
3
+$1.04B
4
HCA icon
HCA Healthcare
HCA
+$754M
5
AXP icon
American Express
AXP
+$731M

Top Sells

1
+$7.23B
2
+$5.61B
3
+$4.1B
4
TSLA icon
Tesla
TSLA
+$3.17B
5
QCOM icon
Qualcomm
QCOM
+$1.38B

Sector Composition

1 Technology 19.87%
2 Financials 15.4%
3 Healthcare 15.27%
4 Consumer Discretionary 11.41%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$59.6M 0.01%
1,229,042
-66,109
1177
$59.6M 0.01%
+2,489,531
1178
$59.5M 0.01%
1,055,662
-258,933
1179
$59.4M 0.01%
1,952,264
+132,697
1180
$59.3M 0.01%
45,820
+11,800
1181
$59.2M 0.01%
1,405,690
-1,518,260
1182
$59.1M 0.01%
2,903,979
-547
1183
$58.7M 0.01%
3,286,260
-1,206,896
1184
$58.7M 0.01%
1,351,033
-48,404
1185
$58.5M 0.01%
256,113
-1,298
1186
$58.4M 0.01%
712,199
+476,471
1187
$58.4M 0.01%
941,413
-764,026
1188
$58.4M 0.01%
1,224,725
-27,411
1189
$58M 0.01%
769,353
-243,563
1190
$57.9M 0.01%
1,837,064
-452,182
1191
$57.8M 0.01%
3,876,161
+1,905,961
1192
$57.8M 0.01%
2,690,716
-353,577
1193
$57.6M 0.01%
2,110,481
-413,890
1194
$57.5M 0.01%
1,220,047
+106,489
1195
$57.5M 0.01%
1,119,084
+683,684
1196
$57.4M 0.01%
759,702
+873
1197
$57.2M 0.01%
1,008,547
+68,333
1198
$57.2M 0.01%
2,420,286
+91,162
1199
$57.1M 0.01%
2,459,212
-211,264
1200
$57M 0.01%
2,043,828
-214,736
46 47
48
49 50