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
$853B
AUM Growth
+$25.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,796
New
Increased
Reduced
Closed

Top Buys

1
+$1.35B
2
+$1.27B
3
+$1.13B
4
MSFT icon
Microsoft
MSFT
+$1.04B
5
SCHW icon
Charles Schwab
SCHW
+$889M

Top Sells

1
+$4.02B
2
+$1.7B
3
+$1.39B
4
BKNG icon
Booking.com
BKNG
+$1.38B
5
AMGN icon
Amgen
AMGN
+$1.24B

Sector Composition

1 Financials 17.16%
2 Technology 16.67%
3 Healthcare 13.22%
4 Consumer Discretionary 10.61%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$32.5M ﹤0.01%
896,770
+232,800
1477
$32.4M ﹤0.01%
378,172
+83,772
1478
$32.4M ﹤0.01%
+1,090,488
1479
$32.4M ﹤0.01%
897,340
-169,247
1480
$32.3M ﹤0.01%
1,608,379
+16,370
1481
$32.3M ﹤0.01%
13,804,469
+6,012,250
1482
$32.3M ﹤0.01%
2,986,890
+2,062,671
1483
$32.2M ﹤0.01%
762,434
-95,646
1484
$32.1M ﹤0.01%
903,254
+419,054
1485
$32M ﹤0.01%
1,601,100
-25,100
1486
$32M ﹤0.01%
885,479
+566,659
1487
$32M ﹤0.01%
1,110,286
+349,081
1488
$31.9M ﹤0.01%
373,762
-41,711
1489
$31.9M ﹤0.01%
6,888,577
-111,700
1490
$31.8M ﹤0.01%
2,081,171
-505,748
1491
$31.8M ﹤0.01%
697,049
+253,300
1492
$31.7M ﹤0.01%
2,324,081
-124,557
1493
$31.7M ﹤0.01%
1,766,427
-373
1494
$31.6M ﹤0.01%
1,705,887
+234,254
1495
$31.6M ﹤0.01%
488,698
-2,391,835
1496
$31.5M ﹤0.01%
839,719
+253,770
1497
$31.3M ﹤0.01%
1,565,764
+65,817
1498
$31.3M ﹤0.01%
204,953
+166,755
1499
$31.1M ﹤0.01%
296,660
+233,165
1500
$31.1M ﹤0.01%
825,700
+542,707
58 59
60
61 62