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
$1.09T
AUM Growth
+$86.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,714
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$1.31B
3
+$1.17B
4
ADI icon
Analog Devices
ADI
+$1.13B
5
GEHC icon
GE HealthCare
GEHC
+$1.12B

Top Sells

1
+$2.14B
2
+$1.73B
3
+$1.6B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.54B
5
UNH icon
UnitedHealth
UNH
+$1.37B

Sector Composition

1 Technology 26.75%
2 Healthcare 14.55%
3 Financials 10.98%
4 Consumer Discretionary 10.5%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$2.05M ﹤0.01%
35,271
-4,199
2202
$2.04M ﹤0.01%
19,791
-7,033
2203
$2.03M ﹤0.01%
49,834
+1,699
2204
$2.01M ﹤0.01%
64,215
-2,005
2205
$2M ﹤0.01%
8,027
+22
2206
$1.99M ﹤0.01%
94,964
+8,834
2207
$1.97M ﹤0.01%
72,667
+29,572
2208
$1.96M ﹤0.01%
73,148
-884
2209
$1.96M ﹤0.01%
130,685
-3,854,692
2210
$1.96M ﹤0.01%
41,830
+4,618
2211
$1.96M ﹤0.01%
76,766
-1,652
2212
$1.95M ﹤0.01%
228,735
+56
2213
$1.95M ﹤0.01%
12,900
+28
2214
$1.95M ﹤0.01%
33,860
-21,250
2215
$1.94M ﹤0.01%
118,842
+2,000
2216
$1.93M ﹤0.01%
37,310
2217
$1.89M ﹤0.01%
26,296
+14,726
2218
$1.88M ﹤0.01%
+358,591
2219
$1.87M ﹤0.01%
23,496
-2,670
2220
$1.87M ﹤0.01%
85,445
+7,635
2221
$1.86M ﹤0.01%
+116,507
2222
$1.86M ﹤0.01%
164,673
-1,309,486
2223
$1.86M ﹤0.01%
2,195,000
2224
$1.85M ﹤0.01%
18,483
-2,220
2225
$1.85M ﹤0.01%
704,861
+657,579
87 88
89
90 91