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
1426
$35.5M ﹤0.01%
2,617,200
+899,800
1427
$35.4M ﹤0.01%
2,564,333
+953,022
1428
$35.4M ﹤0.01%
1,204,147
-300,157
1429
$35.3M ﹤0.01%
2,366,933
+687,761
1430
$35.3M ﹤0.01%
3,026,220
+810,219
1431
$35.3M ﹤0.01%
351,152
-219,897
1432
$35.2M ﹤0.01%
293,319
+18,830
1433
$35.1M ﹤0.01%
955,197
-2,043
1434
$35M ﹤0.01%
779,444
+57,744
1435
$35M ﹤0.01%
1,149,653
-310,270
1436
$34.9M ﹤0.01%
2,094,091
-307,474
1437
$34.8M ﹤0.01%
403,544
+2,019
1438
$34.8M ﹤0.01%
159,416
+126,695
1439
$34.8M ﹤0.01%
12,875,544
+254,663
1440
$34.7M ﹤0.01%
486,094
-597,095
1441
$34.7M ﹤0.01%
1,204,864
-26,327
1442
$34.6M ﹤0.01%
3,989,844
-367,300
1443
$34.5M ﹤0.01%
504,871
-8,029
1444
$34.4M ﹤0.01%
2,400,788
+1,917,291
1445
$34.1M ﹤0.01%
1,063,019
+2,766
1446
$33.9M ﹤0.01%
511,660
-205,561
1447
$33.9M ﹤0.01%
3,431,519
-262,528
1448
$33.9M ﹤0.01%
12,510,630
+49,733
1449
$33.9M ﹤0.01%
1,204,710
+72,466
1450
$33.9M ﹤0.01%
1,564,521
+469,500
56 57
58
59 60