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
$1.49T
AUM Growth
+$188B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,874
New
Increased
Reduced
Closed

Top Buys

1
+$2.03B
2
+$1.85B
3
+$1.7B
4
AMZN icon
Amazon
AMZN
+$1.61B
5
ASML icon
ASML
ASML
+$1.59B

Top Sells

1
+$11.2B
2
+$3B
3
+$2.73B
4
AAPL icon
Apple
AAPL
+$1.87B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.31B

Sector Composition

1 Technology 30.6%
2 Healthcare 12.13%
3 Financials 10.96%
4 Consumer Discretionary 10.79%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$2.93M ﹤0.01%
27,846
-6,651
2077
$2.92M ﹤0.01%
62,642
-2,581
2078
$2.91M ﹤0.01%
205,991
-5,226
2079
$2.91M ﹤0.01%
994,300
2080
$2.91M ﹤0.01%
65,533
-18,017
2081
$2.9M ﹤0.01%
80,946
+21,313
2082
$2.9M ﹤0.01%
+287,140
2083
$2.9M ﹤0.01%
9,605
+1,631
2084
$2.89M ﹤0.01%
146,816
+87,721
2085
$2.88M ﹤0.01%
2,289,102
+226,977
2086
$2.88M ﹤0.01%
210,920
-1,237,914
2087
$2.87M ﹤0.01%
64,399
+49,297
2088
$2.87M ﹤0.01%
42,341
+11,117
2089
$2.87M ﹤0.01%
144,117
-6,868
2090
$2.85M ﹤0.01%
20,664
-84,812
2091
$2.83M ﹤0.01%
104,637
-948,583
2092
$2.8M ﹤0.01%
21,869
+1,238
2093
$2.8M ﹤0.01%
28,977
+234
2094
$2.8M ﹤0.01%
78,493
+13,802
2095
$2.76M ﹤0.01%
68,007
-12,709
2096
$2.75M ﹤0.01%
106,095
-161,829
2097
$2.74M ﹤0.01%
76,463
-3,413
2098
$2.74M ﹤0.01%
1,732,565
-576
2099
$2.72M ﹤0.01%
70,856
-136,206
2100
$2.7M ﹤0.01%
+64,500
82 83
84
85 86