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
1326
$43.6M ﹤0.01%
2,489,033
-1,172,964
1327
$43.3M ﹤0.01%
945,693
+659,503
1328
$43.3M ﹤0.01%
2,381,296
-91,885
1329
$43.3M ﹤0.01%
1,624,486
-376,931
1330
$43.2M ﹤0.01%
1,260,738
-21,987
1331
$43M ﹤0.01%
137,322
-471
1332
$42.9M ﹤0.01%
2,841,000
-35,000
1333
$42.9M ﹤0.01%
615,913
-53,757
1334
$42.7M ﹤0.01%
533,602
-20,841
1335
$42.6M ﹤0.01%
1,354,463
-343,951
1336
$42.5M ﹤0.01%
678,862
+4,520
1337
$42.4M ﹤0.01%
5,846,778
-245,966
1338
$42.4M ﹤0.01%
1,151,791
-1,180,589
1339
$42.4M ﹤0.01%
20,115,578
+1,478,150
1340
$42.4M ﹤0.01%
1,177,468
-1,962,939
1341
$42.1M ﹤0.01%
833,698
+10,027
1342
$42.1M ﹤0.01%
1,748,543
-622,505
1343
$42.1M ﹤0.01%
2,060,260
1344
$42M ﹤0.01%
2,895,917
-459,868
1345
$42M ﹤0.01%
1,138,404
+9,919
1346
$41.8M ﹤0.01%
+3,024,100
1347
$41.8M ﹤0.01%
1,798,529
-401,028
1348
$41.7M ﹤0.01%
5,209,673
+1,166,524
1349
$41.6M ﹤0.01%
755,136
-12,348
1350
$41.5M ﹤0.01%
592,868
-218,532
52 53
54
55 56