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
$1.49T
AUM Growth
+$188B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,874
New
Increased
Reduced
Closed

Top Buys

1
+$2.03B
2
+$1.85B
3
+$1.7B
4
AMZN icon
Amazon
AMZN
+$1.61B
5
ASML icon
ASML
ASML
+$1.59B

Top Sells

1
+$11.2B
2
+$3B
3
+$2.73B
4
AAPL icon
Apple
AAPL
+$1.87B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.31B

Sector Composition

1 Technology 30.6%
2 Healthcare 12.13%
3 Financials 10.96%
4 Consumer Discretionary 10.79%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.98B 0.13%
7,730,443
-233,652
127
$1.97B 0.13%
18,317,175
-561,371
128
$1.96B 0.13%
8,725,329
-624
129
$1.95B 0.13%
63,355,587
+2,816,224
130
$1.9B 0.13%
2,809,370
+281,245
131
$1.87B 0.13%
7,409,111
-34,204
132
$1.85B 0.12%
10,354,679
-297,991
133
$1.85B 0.12%
8,105,367
+1,722,793
134
$1.84B 0.12%
2,234,711
+391,987
135
$1.83B 0.12%
3,817,367
-527,405
136
$1.83B 0.12%
30,047,122
+6,616,282
137
$1.81B 0.12%
19,163,987
-281,655
138
$1.8B 0.12%
11,021,059
-2,687,300
139
$1.79B 0.12%
8,210,556
+708,929
140
$1.77B 0.12%
4,937,296
-122,906
141
$1.76B 0.12%
40,684,589
+9,563,380
142
$1.76B 0.12%
25,143,189
-4,823,133
143
$1.75B 0.12%
32,588,989
+4,935,442
144
$1.7B 0.11%
14,618,676
-3,475,769
145
$1.7B 0.11%
28,656,823
-8,562,604
146
$1.69B 0.11%
15,011,970
+3,256,157
147
$1.67B 0.11%
9,733,688
+435,480
148
$1.67B 0.11%
2,311,918
+59,797
149
$1.65B 0.11%
9,733,646
-152,348
150
$1.64B 0.11%
8,948,285
+17,773
4 5
6
7 8