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
1251
$51.9M 0.01%
2,410,021
+21,648
1252
$51.8M 0.01%
998,051
-86,740
1253
$51.7M 0.01%
2,256,047
+2,129,247
1254
$51.5M 0.01%
+2,260,273
1255
$51.3M 0.01%
2,656,578
+827,547
1256
$51.3M 0.01%
3,191,801
+1,543,811
1257
$51.3M 0.01%
3,227,739
-4,802,048
1258
$51.2M 0.01%
1,427,992
+125,284
1259
$51M 0.01%
761,250
-682,097
1260
$50.9M 0.01%
10,504,004
+747,682
1261
$50.9M 0.01%
4,525,800
+1,418,500
1262
$50.9M 0.01%
935,314
-320,616
1263
$50.7M 0.01%
1,057,247
-106,841
1264
$50.6M 0.01%
1,290,059
+756,428
1265
$50.6M 0.01%
1,441,455
-1,566,109
1266
$50.5M 0.01%
445,711
-13,500
1267
$50.3M 0.01%
1,091,160
-11,705
1268
$50.3M 0.01%
627,405
+220,141
1269
$50.3M 0.01%
381,108
+2,925
1270
$50.2M 0.01%
1,224,654
+3,254
1271
$50.1M 0.01%
903,485
-16,630
1272
$50.1M 0.01%
3,937,300
-12,400
1273
$50.1M 0.01%
1,050,091
+153,050
1274
$50M 0.01%
562,673
+153,073
1275
$50M 0.01%
748,486
-99,466
49 50
51
52 53