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
1201
$56.9M 0.01%
707,801
+98,001
1202
$56.6M 0.01%
1,352,266
+73,573
1203
$56.6M 0.01%
1,014,074
-538,132
1204
$56.6M 0.01%
+3,849,425
1205
$56.5M 0.01%
846,525
-51,423
1206
$56.4M 0.01%
1,031,817
+5,117
1207
$56.4M 0.01%
394,410
-1,348,627
1208
$56.4M 0.01%
245,180
+124,780
1209
$56.3M 0.01%
1,755,127
-82,253
1210
$56.3M 0.01%
938,474
-147,792
1211
$56.2M 0.01%
2,408,632
-173,629
1212
$56.2M 0.01%
356,272
+8,651
1213
$56.2M 0.01%
4,036,313
-1,245,050
1214
$56.2M 0.01%
2,620,211
-420,983
1215
$56.1M 0.01%
1,945,444
-633,586
1216
$55.8M 0.01%
4,550,589
-539,326
1217
$55.7M 0.01%
755,533
+7,141
1218
$55.7M 0.01%
738,920
-646,264
1219
$55.7M 0.01%
2,045,893
-1,471,968
1220
$55.6M 0.01%
1,442,393
-39,022
1221
$55.5M 0.01%
10,679,047
+1,567,320
1222
$55.5M 0.01%
465,003
-66,888
1223
$55.3M 0.01%
798,344
+81,056
1224
$55.2M 0.01%
496,129
-195,067
1225
$55.2M 0.01%
376,661
+111,098
47 48
49
50 51