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
1401
$33.7M ﹤0.01%
6,244,749
+466,691
1402
$33.5M ﹤0.01%
946,905
-147,732
1403
$33.4M ﹤0.01%
174,575
+10,559
1404
$33.4M ﹤0.01%
1,809,255
+60,265
1405
$33.4M ﹤0.01%
937,752
+3,499
1406
$33.3M ﹤0.01%
5,542,538
-4,349
1407
$33.2M ﹤0.01%
842,101
+78,930
1408
$33.2M ﹤0.01%
3,835,531
-683,871
1409
$33.2M ﹤0.01%
6,049,236
+314,745
1410
$33.1M ﹤0.01%
439,207
-38,448
1411
$33.1M ﹤0.01%
2,661,174
+77,284
1412
$33M ﹤0.01%
467,161
-4,883
1413
$32.8M ﹤0.01%
661,959
-76,762
1414
$32.8M ﹤0.01%
8,041,806
+8,000,931
1415
$32.7M ﹤0.01%
3,546,479
-931,287
1416
$32.6M ﹤0.01%
1,180,623
+209
1417
$32.5M ﹤0.01%
669,549
+654,300
1418
$32.4M ﹤0.01%
1,450,909
+230,895
1419
$32.4M ﹤0.01%
463,884
-47,166
1420
$32.2M ﹤0.01%
489,941
-36,728
1421
$32M ﹤0.01%
6,354,814
1422
$31.9M ﹤0.01%
619,867
-93,461
1423
$31.8M ﹤0.01%
628,071
-1,156,608
1424
$31.7M ﹤0.01%
2,597,633
+1,582,231
1425
$31.7M ﹤0.01%
347,553
-33,161
55 56
57
58 59