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
$1.19T
AUM Growth
+$99.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,742
New
Increased
Reduced
Closed

Top Buys

1
+$3.27B
2
+$1.25B
3
+$1.09B
4
META icon
Meta Platforms (Facebook)
META
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$953M

Top Sells

1
+$2.08B
2
+$1.19B
3
+$1.12B
4
QCOM icon
Qualcomm
QCOM
+$1.05B
5
MA icon
Mastercard
MA
+$877M

Sector Composition

1 Technology 29.53%
2 Healthcare 13.79%
3 Consumer Discretionary 10.43%
4 Financials 10.34%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$35.9M ﹤0.01%
1,544,568
+391,114
1377
$35.8M ﹤0.01%
982,612
+392,964
1378
$35.8M ﹤0.01%
1,486,016
+331,865
1379
$35.7M ﹤0.01%
2,429,878
+844,312
1380
$35.6M ﹤0.01%
382,093
+35
1381
$35.6M ﹤0.01%
2,501,311
+448,446
1382
$35.5M ﹤0.01%
1,706,436
+187,140
1383
$35.5M ﹤0.01%
2,503,336
+2,501,371
1384
$35.5M ﹤0.01%
298,049
-1,056,876
1385
$35.4M ﹤0.01%
552,064
-162,450
1386
$35.3M ﹤0.01%
1,063,910
+104,049
1387
$35.3M ﹤0.01%
1,471,875
-60,347
1388
$35.2M ﹤0.01%
180,664
+16,951
1389
$35.2M ﹤0.01%
1,305,625
+258,592
1390
$35.1M ﹤0.01%
1,309,807
+42,836
1391
$35M ﹤0.01%
1,007,893
+137,333
1392
$35M ﹤0.01%
1,380,309
+360,602
1393
$35M ﹤0.01%
215,423
+4,250
1394
$34.8M ﹤0.01%
883,193
-265,759
1395
$34.8M ﹤0.01%
3,199,573
-1,959,048
1396
$34.7M ﹤0.01%
4,420,075
+1,173,937
1397
$34.6M ﹤0.01%
1,857,015
-41,928
1398
$34.6M ﹤0.01%
408,477
+225,560
1399
$34.5M ﹤0.01%
8,122,464
-12,281
1400
$34.4M ﹤0.01%
10,368,796
+859,867
54 55
56
57 58