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
$1.64T
AUM Growth
+$81.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,851
New
Increased
Reduced
Closed

Top Buys

1
+$4.25B
2
+$2.83B
3
+$1.23B
4
FSEC icon
Fidelity Investment Grade Securitized ETF
FSEC
+$1.1B
5
CVNA icon
Carvana
CVNA
+$1.02B

Top Sells

1
+$5.61B
2
+$2.18B
3
+$1.96B
4
ETN icon
Eaton
ETN
+$1.67B
5
ASML icon
ASML
ASML
+$1.6B

Sector Composition

1 Technology 30.94%
2 Healthcare 12.13%
3 Financials 11.25%
4 Communication Services 10.78%
5 Consumer Discretionary 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$62.5M ﹤0.01%
2,248,012
-5,191,913
1277
$62.5M ﹤0.01%
1,517,092
+107,771
1278
$62.3M ﹤0.01%
658,145
+264,756
1279
$62.3M ﹤0.01%
774,529
+521,640
1280
$62.2M ﹤0.01%
724,391
+30,345
1281
$62.1M ﹤0.01%
1,525,509
-813,121
1282
$62M ﹤0.01%
323,389
-553,060
1283
$62M ﹤0.01%
3,430,327
+1,562,163
1284
$61.8M ﹤0.01%
4,224,700
+13,757
1285
$61.8M ﹤0.01%
253,011
-766,999
1286
$61.6M ﹤0.01%
14,968,760
-2,260,014
1287
$61.3M ﹤0.01%
3,945,474
-219,837
1288
$61.2M ﹤0.01%
885,113
+632,024
1289
$61.1M ﹤0.01%
1,627,824
-181,721
1290
$60.9M ﹤0.01%
2,693,332
+4,573
1291
$60.8M ﹤0.01%
800,758
+79,474
1292
$60.6M ﹤0.01%
900,157
+120,298
1293
$60.3M ﹤0.01%
760,889
-348,066
1294
$60.2M ﹤0.01%
19,280,034
+2,472,263
1295
$60.1M ﹤0.01%
936,170
-5,084
1296
$60M ﹤0.01%
2,455,705
+60,191
1297
$59.9M ﹤0.01%
2,615,427
-78,428
1298
$59.8M ﹤0.01%
1,520,135
+86,917
1299
$59.4M ﹤0.01%
1,202,251
-52,078
1300
$59.4M ﹤0.01%
574,316
-20,186
50 51
52
53 54