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
1326
$55.6M ﹤0.01%
2,092,950
+381,024
1327
$55.5M ﹤0.01%
246,459
-5,624
1328
$55.5M ﹤0.01%
8,511,622
-4,783,507
1329
$55.2M ﹤0.01%
3,894,065
-19,409
1330
$55.1M ﹤0.01%
8,363,530
+170,810
1331
$55.1M ﹤0.01%
505,690
+466,704
1332
$54.9M ﹤0.01%
5,431,525
+39,959
1333
$54.1M ﹤0.01%
1,310,249
-2,892
1334
$54.1M ﹤0.01%
872,017
+89,031
1335
$53.7M ﹤0.01%
1,951,997
-77
1336
$53.7M ﹤0.01%
2,729,895
+526
1337
$53.4M ﹤0.01%
1,209,801
+1,143,125
1338
$53.3M ﹤0.01%
371,869
-226,170
1339
$52.9M ﹤0.01%
1,122,513
+339,088
1340
$52.8M ﹤0.01%
502,924
-414,151
1341
$52.6M ﹤0.01%
160,065
+34,706
1342
$52.1M ﹤0.01%
3,762,469
-1,742,123
1343
$52M ﹤0.01%
1,167,209
+141,472
1344
$51.7M ﹤0.01%
353,641
+36,424
1345
$51.7M ﹤0.01%
5,340,679
+5,274,633
1346
$51.4M ﹤0.01%
20,876,756
-11,028,164
1347
$51.3M ﹤0.01%
1,548,816
+311,363
1348
$51.3M ﹤0.01%
846,651
+26,275
1349
$51.3M ﹤0.01%
373,120
-321,852
1350
$51.1M ﹤0.01%
1,113,552
-31,210
52 53
54
55 56