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
$1.19T
AUM Growth
+$99.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,742
New
Increased
Reduced
Closed

Top Buys

1
+$3.27B
2
+$1.25B
3
+$1.09B
4
META icon
Meta Platforms (Facebook)
META
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$953M

Top Sells

1
+$2.08B
2
+$1.19B
3
+$1.12B
4
QCOM icon
Qualcomm
QCOM
+$1.05B
5
MA icon
Mastercard
MA
+$877M

Sector Composition

1 Technology 29.53%
2 Healthcare 13.79%
3 Consumer Discretionary 10.43%
4 Financials 10.34%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$2.99M ﹤0.01%
108,233
-17
2077
$2.98M ﹤0.01%
60,435
+153
2078
$2.95M ﹤0.01%
113,009
+84,258
2079
$2.92M ﹤0.01%
302,436
-113,389
2080
$2.9M ﹤0.01%
33,192
+2,456
2081
$2.9M ﹤0.01%
40,702
+6,547
2082
$2.87M ﹤0.01%
85,378
+61,943
2083
$2.86M ﹤0.01%
106,442
-65,660
2084
$2.85M ﹤0.01%
107,469
-150,511
2085
$2.85M ﹤0.01%
25,047
-8,774
2086
$2.85M ﹤0.01%
95,966
+53,525
2087
$2.84M ﹤0.01%
62,230
-41,829
2088
$2.84M ﹤0.01%
8,699
-3,455
2089
$2.83M ﹤0.01%
143,265
-25,348
2090
$2.82M ﹤0.01%
58,203
+41,294
2091
$2.82M ﹤0.01%
774,288
-261,248
2092
$2.8M ﹤0.01%
139,772
+19,499
2093
$2.79M ﹤0.01%
164,634
-1,428
2094
$2.79M ﹤0.01%
61,745
-121,144
2095
$2.78M ﹤0.01%
2,554,053
+52,433
2096
$2.78M ﹤0.01%
14,781
+234
2097
$2.77M ﹤0.01%
244,937
-152,487
2098
$2.77M ﹤0.01%
83,851
-13,713
2099
$2.77M ﹤0.01%
26,748
+3,252
2100
$2.77M ﹤0.01%
132,994
-149,240
82 83
84
85 86