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
$1.01T
AUM Growth
+$47.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,740
New
Increased
Reduced
Closed

Top Buys

1
+$1.16B
2
+$1.16B
3
+$1.04B
4
NFLX icon
Netflix
NFLX
+$1.01B
5
TSM icon
TSMC
TSM
+$883M

Top Sells

1
+$3.86B
2
+$1.55B
3
+$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.22B
5
UNH icon
UnitedHealth
UNH
+$1.04B

Sector Composition

1 Technology 22.49%
2 Healthcare 16.7%
3 Financials 12.33%
4 Consumer Discretionary 9.99%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
$2.35M ﹤0.01%
39,470
-327
2177
$2.33M ﹤0.01%
74,047
+9,940
2178
$2.33M ﹤0.01%
92,899
+73,167
2179
$2.33M ﹤0.01%
239,156
+221,760
2180
$2.32M ﹤0.01%
55,920
+54,303
2181
$2.31M ﹤0.01%
290,446
-734,593
2182
$2.31M ﹤0.01%
51,476
+7,870
2183
$2.31M ﹤0.01%
1,578,783
2184
$2.26M ﹤0.01%
2,972,371
-231,600
2185
$2.26M ﹤0.01%
16,854
-4,758
2186
$2.25M ﹤0.01%
74,831
-86,067
2187
$2.25M ﹤0.01%
161,972
+4,464
2188
$2.24M ﹤0.01%
171,048
+355
2189
$2.24M ﹤0.01%
25,368
+14,590
2190
$2.2M ﹤0.01%
52,041
+1,042
2191
$2.2M ﹤0.01%
248,366
+66,863
2192
$2.2M ﹤0.01%
254,680
+155,556
2193
$2.2M ﹤0.01%
144,170
-180,882
2194
$2.19M ﹤0.01%
31,821
-202,334
2195
$2.18M ﹤0.01%
109,595
+1,522
2196
$2.18M ﹤0.01%
209,189
-482
2197
$2.17M ﹤0.01%
37,310
-2,576
2198
$2.16M ﹤0.01%
1,449,926
2199
$2.15M ﹤0.01%
58,341
+41,538
2200
$2.13M ﹤0.01%
12,376,153
-1,081,346
86 87
88
89 90