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
2101
$2.7M ﹤0.01%
14,148
-5,758
2102
$2.68M ﹤0.01%
1,043,903
-941,391
2103
$2.68M ﹤0.01%
41,793
+7,455
2104
$2.68M ﹤0.01%
70,107
+34,121
2105
$2.65M ﹤0.01%
360,135
-3,686,000
2106
$2.65M ﹤0.01%
118,099
+2,563
2107
$2.65M ﹤0.01%
39,718
-18,470
2108
$2.63M ﹤0.01%
609,367
+353,001
2109
$2.63M ﹤0.01%
375,799
-12,722
2110
$2.62M ﹤0.01%
241,793
+17,127
2111
$2.6M ﹤0.01%
57,378
+21,435
2112
$2.59M ﹤0.01%
118,458
+41,615
2113
$2.59M ﹤0.01%
46,892
+2,085
2114
$2.58M ﹤0.01%
102,133
+21,965
2115
$2.57M ﹤0.01%
137,387
-189,000
2116
$2.56M ﹤0.01%
81,251
+34,542
2117
$2.55M ﹤0.01%
8,036
+1,473
2118
$2.54M ﹤0.01%
154,328
-153,373
2119
$2.53M ﹤0.01%
105,126
+60,623
2120
$2.53M ﹤0.01%
12,300
-6,442
2121
$2.53M ﹤0.01%
78,596
-58,603
2122
$2.51M ﹤0.01%
12,319
+1,053
2123
$2.51M ﹤0.01%
33,520
+4,744
2124
$2.5M ﹤0.01%
83,402
+1,364
2125
$2.47M ﹤0.01%
46,127
+2,420
83 84
85
86 87