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
$835B
AUM Growth
+$105B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,595
New
Increased
Reduced
Closed

Top Buys

1
+$1.83B
2
+$1.48B
3
+$1.45B
4
GE icon
GE Aerospace
GE
+$1.37B
5
NXPI icon
NXP Semiconductors
NXPI
+$1.07B

Top Sells

1
+$2.16B
2
+$2.06B
3
+$1.6B
4
AMGN icon
Amgen
AMGN
+$1.48B
5
ATVI
Activision Blizzard
ATVI
+$1.27B

Sector Composition

1 Technology 19.83%
2 Healthcare 16.01%
3 Financials 14.99%
4 Consumer Discretionary 11.01%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$13.5M ﹤0.01%
420,100
-60,900
1702
$13.5M ﹤0.01%
245,566
+53,190
1703
$13.5M ﹤0.01%
3,558,410
-1,592,934
1704
$13.4M ﹤0.01%
347,500
-69,800
1705
$13.4M ﹤0.01%
693,728
+83,604
1706
$13.4M ﹤0.01%
595,311
-2,050
1707
$13.4M ﹤0.01%
112,815
-343,509
1708
$13.3M ﹤0.01%
958,286
-123,080
1709
$13.3M ﹤0.01%
617,836
+139,947
1710
$13.2M ﹤0.01%
2,045,368
-34,301
1711
$13.2M ﹤0.01%
348,629
-70,485
1712
$13.2M ﹤0.01%
779,914
+299,097
1713
$13.2M ﹤0.01%
233,972
-35
1714
$13.1M ﹤0.01%
1,008,304
+181,235
1715
$13M ﹤0.01%
884,748
-218,200
1716
$13M ﹤0.01%
99,647
-64,151
1717
$12.9M ﹤0.01%
3,695,836
+8,600
1718
$12.9M ﹤0.01%
265,678
-14,704
1719
$12.8M ﹤0.01%
105,272
+97,246
1720
$12.8M ﹤0.01%
267,797
-4,639
1721
$12.8M ﹤0.01%
360,191
-29,453
1722
$12.8M ﹤0.01%
675,809
-2,504
1723
$12.8M ﹤0.01%
860,700
-4,440,858
1724
$12.7M ﹤0.01%
459,249
-82,763
1725
$12.7M ﹤0.01%
483,937
+3,937
67 68
69
70 71