Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

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
+30.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,826
New
Increased
Reduced
Closed

Top Buys

1
+$5.13B
2
+$4.34B
3
+$3.95B
4
TSLA icon
Tesla
TSLA
+$2.35B
5
GE icon
GE Aerospace
GE
+$1.72B

Top Sells

1
+$2.31B
2
+$1.74B
3
+$1.28B
4
RCI icon
Rogers Communications
RCI
+$1.26B
5
TWX
Time Warner Inc
TWX
+$1.14B

Sector Composition

1 Technology 18.34%
2 Financials 16.14%
3 Healthcare 14.65%
4 Consumer Discretionary 11.8%
5 Communication Services 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$957M 0.11%
23,255,590
-166,027
177
$945M 0.11%
14,503,528
+1,215,014
178
$942M 0.11%
17,201,763
+2,071,893
179
$939M 0.11%
9,585,669
+8,689,714
180
$937M 0.11%
15,313,266
+1,452,296
181
$925M 0.11%
13,098,378
-1,462,943
182
$914M 0.11%
17,727,613
+900,523
183
$910M 0.1%
13,601,515
+11,424,440
184
$905M 0.1%
5,195,844
-499,533
185
$900M 0.1%
5,327,862
+1,032,333
186
$883M 0.1%
8,732,146
+1,729,188
187
$882M 0.1%
1,314,703
-38,389
188
$880M 0.1%
9,175,704
+348,581
189
$874M 0.1%
6,971,997
-1,468,161
190
$874M 0.1%
21,322,678
+2,778,002
191
$874M 0.1%
16,933,612
+1,539,362
192
$868M 0.1%
11,891,986
-4,170,959
193
$859M 0.1%
18,695,532
-2,869,258
194
$838M 0.1%
41,223,607
-73,704
195
$836M 0.1%
8,072,299
-15,059
196
$834M 0.1%
20,608,033
-397,351
197
$827M 0.1%
3,813,494
+595,334
198
$826M 0.1%
5,376,029
+19,547
199
$824M 0.09%
5,966,241
-648,393
200
$824M 0.09%
15,868,107
+10,739,223
6 7
8
9 10