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
126
$1.35B 0.15%
9,968,573
-312,911
127
$1.34B 0.15%
2,207,398
-86,861
128
$1.33B 0.15%
28,789,989
+14,117,855
129
$1.33B 0.15%
19,644,732
+3,801,952
130
$1.32B 0.15%
15,099,916
+21,555
131
$1.32B 0.15%
8,949,120
+176,243
132
$1.32B 0.15%
27,832,228
-24,048,745
133
$1.3B 0.15%
11,152,212
+547,718
134
$1.29B 0.15%
24,419,803
-5,140,937
135
$1.29B 0.14%
8,554,074
-1,566,798
136
$1.28B 0.14%
54,589,896
+1,881,376
137
$1.28B 0.14%
10,063,461
+350,835
138
$1.27B 0.14%
3,942,076
+66,119
139
$1.25B 0.14%
18,617,107
-5,332,455
140
$1.23B 0.14%
20,480,814
+251,656
141
$1.22B 0.14%
81,783,869
-5,186,654
142
$1.22B 0.14%
23,914,735
+5,530,942
143
$1.21B 0.14%
18,139,708
-3,811,202
144
$1.21B 0.14%
16,892,460
+3,290,945
145
$1.19B 0.13%
5,921,895
-814,570
146
$1.19B 0.13%
6,718,524
+248,169
147
$1.19B 0.13%
627,149
+46,768
148
$1.14B 0.13%
10,605,348
-2,302,425
149
$1.14B 0.13%
2,625,575
-119,967
150
$1.13B 0.13%
10,195,251
-2,676,445
4 5
6
7 8