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
1876
$7.76M ﹤0.01%
+808,000
1877
$7.7M ﹤0.01%
312,264
+39,276
1878
$7.65M ﹤0.01%
569,358
+220,407
1879
$7.64M ﹤0.01%
76,900
-2,232
1880
$7.6M ﹤0.01%
29,338
+3,317
1881
$7.56M ﹤0.01%
77,400
+25,000
1882
$7.55M ﹤0.01%
202,001
+76,557
1883
$7.55M ﹤0.01%
298,560
+72,626
1884
$7.49M ﹤0.01%
147,853
-73,017
1885
$7.49M ﹤0.01%
76,230
+1,193
1886
$7.48M ﹤0.01%
1,013,851
1887
$7.39M ﹤0.01%
135,821
+135,294
1888
$7.35M ﹤0.01%
211,650
-164,345
1889
$7.35M ﹤0.01%
311,137
-292,020
1890
$7.35M ﹤0.01%
144,178
+1,110
1891
$7.31M ﹤0.01%
422,052
-69,360
1892
$7.31M ﹤0.01%
1,840,299
-193,300
1893
$7.29M ﹤0.01%
2,548,280
+36,725
1894
$7.25M ﹤0.01%
653,346
-7,985
1895
$7.24M ﹤0.01%
136,502
-101,735
1896
$7.22M ﹤0.01%
474,414
-80
1897
$7.21M ﹤0.01%
26,525
+25,736
1898
$7.17M ﹤0.01%
83,753
+9,004
1899
$7.14M ﹤0.01%
243,463
+242,480
1900
$7.09M ﹤0.01%
363,428
-106,400
74 75
76
77 78