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
1176
$54.5M 0.01%
264,132
-1,733
1177
$54.5M 0.01%
2,561,110
+155,428
1178
$54.4M 0.01%
3,104,137
+350,269
1179
$54.3M 0.01%
3,284,572
+72,847
1180
$54.3M 0.01%
4,000,694
+247,100
1181
$53.9M 0.01%
2,397,553
-17,854
1182
$53.8M 0.01%
1,341,034
+1,160,015
1183
$53.6M 0.01%
1,023,545
-25,430
1184
$53.5M 0.01%
900,894
-89,605
1185
$53.5M 0.01%
413,108
-16,233
1186
$53.3M 0.01%
310,712
+43,094
1187
$53M 0.01%
891,893
-173,207
1188
$52.9M 0.01%
3,671,600
+482,624
1189
$52.9M 0.01%
287,615
-52
1190
$52.7M 0.01%
1,431,090
+350,515
1191
$52.4M 0.01%
1,130,651
+361,839
1192
$52.3M 0.01%
1,101,682
1193
$51.9M 0.01%
5,970,369
+3,932,949
1194
$51.8M 0.01%
3,134,862
+382,842
1195
$51.6M 0.01%
2,286,114
-356,963
1196
$51.5M 0.01%
39,774
-9,360
1197
$51.5M 0.01%
1,785,117
+215,600
1198
$51.3M 0.01%
540,692
+288,545
1199
$51.1M 0.01%
126,248
-50,821
1200
$50.8M 0.01%
4,187,033
-723,397
46 47
48
49 50