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
$1.19T
AUM Growth
+$99.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,742
New
Increased
Reduced
Closed

Top Buys

1
+$3.27B
2
+$1.25B
3
+$1.09B
4
META icon
Meta Platforms (Facebook)
META
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$953M

Top Sells

1
+$2.08B
2
+$1.19B
3
+$1.12B
4
QCOM icon
Qualcomm
QCOM
+$1.05B
5
MA icon
Mastercard
MA
+$877M

Sector Composition

1 Technology 29.53%
2 Healthcare 13.79%
3 Consumer Discretionary 10.43%
4 Financials 10.34%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$1.81M ﹤0.01%
38,273
+7,049
2202
$1.8M ﹤0.01%
467,744
-6,491
2203
$1.79M ﹤0.01%
28,594
+4,936
2204
$1.79M ﹤0.01%
10,043
+904
2205
$1.79M ﹤0.01%
166,991
+132,267
2206
$1.78M ﹤0.01%
32,747
+13,979
2207
$1.77M ﹤0.01%
78,796
-2,327
2208
$1.77M ﹤0.01%
28,632
-6,639
2209
$1.77M ﹤0.01%
32,758
+14,233
2210
$1.77M ﹤0.01%
+70,870
2211
$1.76M ﹤0.01%
71,757
-910
2212
$1.76M ﹤0.01%
70,661
-76
2213
$1.76M ﹤0.01%
31,380
+4,210
2214
$1.75M ﹤0.01%
45,712
+547
2215
$1.75M ﹤0.01%
30,725
+5,061
2216
$1.74M ﹤0.01%
30,216
+61
2217
$1.73M ﹤0.01%
83,631
+69,700
2218
$1.72M ﹤0.01%
6,089
+447
2219
$1.72M ﹤0.01%
164,490
+2,131
2220
$1.72M ﹤0.01%
118,765
+10,755
2221
$1.71M ﹤0.01%
28,456
+3,445
2222
$1.71M ﹤0.01%
24,264
+13,036
2223
$1.7M ﹤0.01%
84,770
+27,786
2224
$1.7M ﹤0.01%
191,151
+186,003
2225
$1.68M ﹤0.01%
153,456
-104,833
87 88
89
90 91