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
$1.01T
AUM Growth
+$47.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,740
New
Increased
Reduced
Closed

Top Buys

1
+$1.16B
2
+$1.16B
3
+$1.04B
4
NFLX icon
Netflix
NFLX
+$1.01B
5
TSM icon
TSMC
TSM
+$883M

Top Sells

1
+$3.86B
2
+$1.55B
3
+$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.22B
5
UNH icon
UnitedHealth
UNH
+$1.04B

Sector Composition

1 Technology 22.49%
2 Healthcare 16.7%
3 Financials 12.33%
4 Consumer Discretionary 9.99%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$41.2M ﹤0.01%
1,474,321
+14,423
1327
$41.1M ﹤0.01%
2,255,731
-187,115
1328
$40.9M ﹤0.01%
1,333,024
-69,815
1329
$40.7M ﹤0.01%
9,437,244
-8,884,803
1330
$40.7M ﹤0.01%
826,960
+286,704
1331
$40.5M ﹤0.01%
28,645
+13,467
1332
$40.2M ﹤0.01%
1,345,993
+218,141
1333
$40.1M ﹤0.01%
1,293,600
+504,932
1334
$39.9M ﹤0.01%
1,577,382
-31,028
1335
$39.8M ﹤0.01%
408,919
-24,431
1336
$39.8M ﹤0.01%
2,210,009
-1,500,097
1337
$39.8M ﹤0.01%
926,878
-152,659
1338
$39.8M ﹤0.01%
787,301
+91,122
1339
$39.8M ﹤0.01%
1,771,640
+331,677
1340
$39.7M ﹤0.01%
1,687,781
+4,900
1341
$39.6M ﹤0.01%
520,524
-828,699
1342
$39M ﹤0.01%
957,145
-21,006
1343
$38.9M ﹤0.01%
20,248,179
-1,543,852
1344
$38.8M ﹤0.01%
4,885,371
+1,565,734
1345
$38.7M ﹤0.01%
28,545
-7,450
1346
$38.7M ﹤0.01%
962,776
-192,362
1347
$38.4M ﹤0.01%
382,033
+597
1348
$38.2M ﹤0.01%
3,434,437
-2,890,787
1349
$38.2M ﹤0.01%
488,447
-93,973
1350
$38.1M ﹤0.01%
5,233,725
-2,571,917
52 53
54
55 56