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
$889B
AUM Growth
+$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,967
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$1.2B
3
+$1.04B
4
HCA icon
HCA Healthcare
HCA
+$754M
5
AXP icon
American Express
AXP
+$731M

Top Sells

1
+$7.23B
2
+$5.61B
3
+$4.1B
4
TSLA icon
Tesla
TSLA
+$3.17B
5
QCOM icon
Qualcomm
QCOM
+$1.38B

Sector Composition

1 Technology 19.87%
2 Financials 15.4%
3 Healthcare 15.27%
4 Consumer Discretionary 11.41%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$2.82M ﹤0.01%
348,653
-211,549
2202
$2.81M ﹤0.01%
75,445
2203
$2.81M ﹤0.01%
60,060
-5,440
2204
$2.79M ﹤0.01%
835,035
+497,780
2205
$2.78M ﹤0.01%
46,625
-19,964
2206
$2.77M ﹤0.01%
96,398
+62,985
2207
$2.77M ﹤0.01%
40,150
-886,253
2208
$2.77M ﹤0.01%
+67,600
2209
$2.77M ﹤0.01%
51,700
+3,700
2210
$2.77M ﹤0.01%
75,582
+509
2211
$2.75M ﹤0.01%
35,870
-2,353
2212
$2.75M ﹤0.01%
+100,251
2213
$2.73M ﹤0.01%
343,150
+16,461
2214
$2.72M ﹤0.01%
115,300
2215
$2.69M ﹤0.01%
506,700
2216
$2.64M ﹤0.01%
91,873
-976,407
2217
$2.61M ﹤0.01%
68,081
+11,449
2218
$2.6M ﹤0.01%
60,590
-6,770
2219
$2.6M ﹤0.01%
43,084
+6,681
2220
$2.58M ﹤0.01%
67,225
+3,713
2221
$2.57M ﹤0.01%
12,525
-652
2222
$2.57M ﹤0.01%
1,402,861
-398,539
2223
$2.56M ﹤0.01%
10,253
2224
$2.56M ﹤0.01%
14,827
+1,410
2225
$2.52M ﹤0.01%
1,520,401
+70,001
87 88
89
90 91