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
151
$1.12B 0.13%
13,405,169
+251,861
152
$1.11B 0.13%
8,182,093
-3,142,398
153
$1.1B 0.12%
32,650,695
-2,122,791
154
$1.1B 0.12%
16,665,471
+368,118
155
$1.1B 0.12%
15,788,826
+1,285,298
156
$1.09B 0.12%
23,056,435
-1,749,000
157
$1.06B 0.12%
20,463,839
+1,635,782
158
$1.05B 0.12%
54,572,544
-1,217,022
159
$1.05B 0.12%
1,353,751
+39,048
160
$1.04B 0.12%
26,450,684
+2,523,555
161
$1.03B 0.12%
4,014,096
+200,602
162
$1.02B 0.12%
17,629,863
-2,514,189
163
$1.02B 0.11%
5,831,225
-599,826
164
$1.01B 0.11%
4,428,384
-148,093
165
$1.01B 0.11%
14,761,423
-224,285
166
$992M 0.11%
5,581,594
+253,732
167
$990M 0.11%
13,072,406
-344,473
168
$989M 0.11%
5,613,028
-7,716,503
169
$989M 0.11%
6,999,644
+22,266
170
$977M 0.11%
22,207,235
+5,097,711
171
$970M 0.11%
6,081,943
+115,702
172
$967M 0.11%
5,748,743
-886,215
173
$966M 0.11%
22,752,378
-503,212
174
$964M 0.11%
8,623,522
-1,505,608
175
$941M 0.11%
5,466,101
+90,072
5 6
7
8 9