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
1251
$54.2M 0.01%
543,946
+168,788
1252
$54.1M 0.01%
1,266,648
-394,419
1253
$54M 0.01%
5,027,293
-35,095
1254
$54M 0.01%
2,099,851
-82,802
1255
$53.9M 0.01%
2,614,275
+147,552
1256
$53.5M 0.01%
398,636
-809,593
1257
$53.4M 0.01%
3,605,134
-541,700
1258
$53.3M 0.01%
2,346,883
+721,834
1259
$53.1M 0.01%
1,088,880
+131,360
1260
$53M 0.01%
179,850
+40,283
1261
$52.8M 0.01%
1,044,524
-878,120
1262
$52.7M 0.01%
3,740,813
+870,534
1263
$52.6M 0.01%
998,874
-139,865
1264
$52.6M 0.01%
1,324,050
-209,495
1265
$52.5M 0.01%
4,504,658
+4,486,251
1266
$52.3M 0.01%
417,411
+107,615
1267
$52.1M 0.01%
1,539,878
-416,433
1268
$51.9M 0.01%
2,621,047
-3,900
1269
$51.9M 0.01%
3,833,372
+296,200
1270
$51.8M 0.01%
1,529,404
-662,077
1271
$51.7M 0.01%
1,229,985
+223,700
1272
$51.7M 0.01%
3,037,256
+1,131,872
1273
$51.7M 0.01%
1,567,156
+119,715
1274
$51.6M 0.01%
2,633,253
-910,074
1275
$51.6M 0.01%
409,900
+327,600
49 50
51
52 53