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
$1.12T
AUM Growth
+$135B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,529
New
Increased
Reduced
Closed

Top Buys

1
+$1.57B
2
+$1.44B
3
+$1.26B
4
MAR icon
Marriott International
MAR
+$1.19B
5
QS icon
QuantumScape
QS
+$1B

Top Sells

1
+$3.22B
2
+$3.18B
3
+$2.75B
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.28B
5
MA icon
Mastercard
MA
+$2.26B

Sector Composition

1 Technology 27.07%
2 Healthcare 14.55%
3 Consumer Discretionary 14.53%
4 Financials 10.96%
5 Communication Services 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$59.4M 0.01%
2,376,219
+1,084,500
1252
$59.4M 0.01%
4,612,535
-4,096,023
1253
$59M 0.01%
1,935,760
-458,800
1254
$58.9M 0.01%
3,392,997
+245,752
1255
$58.5M 0.01%
802,071
+274,348
1256
$58.5M 0.01%
1,163,110
+436,870
1257
$58.3M 0.01%
548,224
-650,737
1258
$58.3M 0.01%
1,171,642
+59,028
1259
$58M 0.01%
2,233,660
-117,282
1260
$57.9M 0.01%
523,589
-12,621
1261
$57.6M 0.01%
278,555
-8,521
1262
$57.6M 0.01%
652,779
+33,653
1263
$57.4M 0.01%
1,703,027
-422,359
1264
$57.4M 0.01%
1,665,425
-1,009,490
1265
$57.3M 0.01%
3,310,471
+1,427,993
1266
$57.3M 0.01%
3,285,984
+1,189,040
1267
$56.7M 0.01%
2,255,930
+213,633
1268
$56.5M 0.01%
3,690,954
+128,150
1269
$56.3M 0.01%
+1,670,965
1270
$56.1M 0.01%
1,478,752
-192,654
1271
$55.5M ﹤0.01%
1,172,363
+313,505
1272
$55.1M ﹤0.01%
2,200,887
-4,869
1273
$55M ﹤0.01%
612,203
-1,433,068
1274
$54.6M ﹤0.01%
557,716
-6,803
1275
$54.6M ﹤0.01%
699,520
+37,426
49 50
51
52 53