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
176
$930M 0.1%
8,778,854
+37,973
177
$929M 0.1%
92,471,415
+19,356
178
$920M 0.1%
6,371,153
-503,625
179
$920M 0.1%
10,279,258
+2,119,257
180
$919M 0.1%
2,656,966
+319,488
181
$912M 0.1%
25,496,952
-2,898,760
182
$910M 0.1%
16,865,284
-68,328
183
$908M 0.1%
7,869,592
-202,707
184
$896M 0.1%
17,227,576
-3,380,457
185
$896M 0.1%
4,798,581
-397,263
186
$865M 0.1%
39,567,873
+8,410,700
187
$858M 0.1%
8,927,455
-72,987
188
$858M 0.1%
14,855,934
+47,376
189
$843M 0.09%
3,502,193
-1,080,739
190
$843M 0.09%
6,850,679
-121,318
191
$838M 0.09%
5,179,181
-116,919
192
$824M 0.09%
8,707,454
+1,574,495
193
$820M 0.09%
10,151,917
-4,473,270
194
$817M 0.09%
30,053,410
+1,438,941
195
$813M 0.09%
35,562,622
+3,058,519
196
$804M 0.09%
3,583,634
-2,181,477
197
$803M 0.09%
7,863,961
-1,908,812
198
$799M 0.09%
16,576,306
-2,119,226
199
$799M 0.09%
10,890,867
+896,087
200
$799M 0.09%
7,444,216
+6,255,915
6 7
8
9 10