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
2101
$4.35M ﹤0.01%
631,169
+24,876
2102
$4.34M ﹤0.01%
153,785
+3,032
2103
$4.32M ﹤0.01%
28,827
2104
$4.31M ﹤0.01%
1,480,620
+290,000
2105
$4.27M ﹤0.01%
174,523
+9,579
2106
$4.26M ﹤0.01%
29,124
-212,385
2107
$4.25M ﹤0.01%
121,153
-67,997
2108
$4.25M ﹤0.01%
+188,007
2109
$4.21M ﹤0.01%
66,589
-266,372
2110
$4.17M ﹤0.01%
382,600
+122,600
2111
$4.16M ﹤0.01%
280,207
-44,504
2112
$4.1M ﹤0.01%
59,981
-7,513
2113
$4.07M ﹤0.01%
319,594
-540
2114
$4.07M ﹤0.01%
2,710,391
2115
$4.05M ﹤0.01%
147,060
+899
2116
$4.02M ﹤0.01%
6,158
-2,425
2117
$4.01M ﹤0.01%
90,400
+3,600
2118
$4M ﹤0.01%
136,795
-16,400
2119
$3.99M ﹤0.01%
+110,710
2120
$3.99M ﹤0.01%
433,743
+3,224
2121
$3.98M ﹤0.01%
221,336
-133,245
2122
$3.95M ﹤0.01%
149,874
+60,807
2123
$3.94M ﹤0.01%
3,638
-663
2124
$3.93M ﹤0.01%
560,202
2125
$3.93M ﹤0.01%
35,550
-27,298
83 84
85
86 87