Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

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
+30.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,826
New
Increased
Reduced
Closed

Top Buys

1
+$5.13B
2
+$4.34B
3
+$3.95B
4
TSLA icon
Tesla
TSLA
+$2.35B
5
GE icon
GE Aerospace
GE
+$1.72B

Top Sells

1
+$2.31B
2
+$1.74B
3
+$1.28B
4
RCI icon
Rogers Communications
RCI
+$1.26B
5
TWX
Time Warner Inc
TWX
+$1.14B

Sector Composition

1 Technology 18.34%
2 Financials 16.14%
3 Healthcare 14.65%
4 Consumer Discretionary 11.8%
5 Communication Services 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.32B 0.15%
13,451,201
+60,325
127
$1.31B 0.15%
5,969,243
+337,338
128
$1.3B 0.15%
9,540,015
-1,454,277
129
$1.29B 0.15%
28,243,923
-2,918,200
130
$1.29B 0.15%
9,749,879
+82,453
131
$1.29B 0.15%
7,561,105
+734,965
132
$1.28B 0.15%
86,970,523
-9,390,329
133
$1.27B 0.15%
24,302,624
-2,622,350
134
$1.27B 0.15%
32,682,794
-10,536,917
135
$1.27B 0.15%
5,765,111
-3,212,266
136
$1.26B 0.14%
1,713,727
+107,256
137
$1.25B 0.14%
15,661,001
+219,743
138
$1.22B 0.14%
13,153,308
-1,298,267
139
$1.22B 0.14%
6,431,051
+1,401,626
140
$1.22B 0.14%
12,971,985
-803,788
141
$1.2B 0.14%
22,621,535
+8,149,702
142
$1.2B 0.14%
55,789,566
+2,685,377
143
$1.18B 0.14%
2,745,542
-656,563
144
$1.18B 0.14%
580,381
+1,572
145
$1.17B 0.13%
20,229,158
-975,747
146
$1.16B 0.13%
14,625,187
+6,763,660
147
$1.15B 0.13%
34,773,486
-2,757,415
148
$1.15B 0.13%
14,527,271
-8,688,446
149
$1.15B 0.13%
19,182,040
-2,412,524
150
$1.14B 0.13%
6,634,958
+715,595
4 5
6
7 8