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
1226
$55.1M 0.01%
25,064,616
-877,144
1227
$54.9M 0.01%
932,878
-369,393
1228
$54.9M 0.01%
746,383
-62,846
1229
$54.7M 0.01%
38,015
+409
1230
$54.4M 0.01%
675,777
+95,115
1231
$54.4M 0.01%
2,040,480
-677,698
1232
$54.2M 0.01%
253,038
+102,780
1233
$54.2M 0.01%
1,848,001
-463,865
1234
$54.1M 0.01%
1,632,165
1235
$53.9M 0.01%
2,534,871
+1,418,840
1236
$53.9M 0.01%
1,337,690
-35,700
1237
$53.8M 0.01%
130,690
-55,961
1238
$53.8M 0.01%
1,979,570
-390,628
1239
$53.7M 0.01%
622,896
+148,755
1240
$53.6M 0.01%
1,202,377
-55,923
1241
$53.4M 0.01%
995,374
-4,544
1242
$53.3M 0.01%
547,902
-184,286
1243
$53.2M 0.01%
936,453
+8,871
1244
$53M 0.01%
905,865
-14,289
1245
$52.9M 0.01%
1,122,800
+95,644
1246
$52.8M 0.01%
585,243
-489,189
1247
$52.7M 0.01%
3,010,643
+605,052
1248
$52.6M 0.01%
420,991
-282,004
1249
$52.6M 0.01%
1,149,432
-1,380,099
1250
$52.1M 0.01%
742,045
-93,458
48 49
50
51 52