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
$853B
AUM Growth
+$25.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,796
New
Increased
Reduced
Closed

Top Buys

1
+$1.35B
2
+$1.27B
3
+$1.13B
4
MSFT icon
Microsoft
MSFT
+$1.04B
5
SCHW icon
Charles Schwab
SCHW
+$889M

Top Sells

1
+$4.02B
2
+$1.7B
3
+$1.39B
4
BKNG icon
Booking.com
BKNG
+$1.38B
5
AMGN icon
Amgen
AMGN
+$1.24B

Sector Composition

1 Financials 17.16%
2 Technology 16.67%
3 Healthcare 13.22%
4 Consumer Discretionary 10.61%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$56.6M 0.01%
1,494,027
+760,806
1227
$56.6M 0.01%
7,279,095
+800
1228
$56.4M 0.01%
1,964,200
-1,159,355
1229
$56.1M 0.01%
924,390
-95,383
1230
$56.1M 0.01%
227,973
-88,873
1231
$56.1M 0.01%
+2,189,552
1232
$55.9M 0.01%
446,905
-31,250
1233
$55.9M 0.01%
1,713,230
-839,570
1234
$55.9M 0.01%
4,418,596
+1,633,475
1235
$55.9M 0.01%
1,120,400
1236
$55.8M 0.01%
758,399
-857,176
1237
$55.8M 0.01%
1,007,646
-492,194
1238
$55.7M 0.01%
2,464,799
-402,750
1239
$55.6M 0.01%
1,273,351
+117,128
1240
$55.2M 0.01%
1,505,885
-58,685
1241
$55.1M 0.01%
742,555
-316,074
1242
$55.1M 0.01%
1,655,828
+773,918
1243
$55.1M 0.01%
2,085,255
+983,255
1244
$55M 0.01%
3,080,835
+1,151
1245
$54.8M 0.01%
604,732
-194,368
1246
$54.7M 0.01%
97,894
+9,423
1247
$54.6M 0.01%
3,287,051
-411,000
1248
$54.4M 0.01%
924,480
-38,300
1249
$54.3M 0.01%
1,884,925
-119,110
1250
$54.2M 0.01%
269,646
-1,092
48 49
50
51 52