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
2201
$1.86M ﹤0.01%
37,975
-1,297
2202
$1.85M ﹤0.01%
164,104
-62,559
2203
$1.82M ﹤0.01%
15,603
-22,764
2204
$1.82M ﹤0.01%
33,076
+1,988
2205
$1.81M ﹤0.01%
18,040
-8,224
2206
$1.81M ﹤0.01%
25,112
+5,536
2207
$1.81M ﹤0.01%
51,273
-6,760
2208
$1.8M ﹤0.01%
108,813
+47,720
2209
$1.8M ﹤0.01%
19,359
+2,167
2210
$1.79M ﹤0.01%
114,514
-2,076,586
2211
$1.78M ﹤0.01%
607,387
+390,839
2212
$1.77M ﹤0.01%
41,808
+2,316
2213
$1.75M ﹤0.01%
41,425
+235
2214
$1.71M ﹤0.01%
48,340
-221,959
2215
$1.71M ﹤0.01%
66,973
-555,332
2216
$1.7M ﹤0.01%
7,219
-374
2217
$1.69M ﹤0.01%
33,229
+3
2218
$1.68M ﹤0.01%
35,404
+8,661
2219
$1.68M ﹤0.01%
12,253
+2,056
2220
$1.68M ﹤0.01%
70,271
+28,354
2221
$1.67M ﹤0.01%
121,662
-507,385
2222
$1.67M ﹤0.01%
21,719
-1,687
2223
$1.67M ﹤0.01%
78,445
-162
2224
$1.64M ﹤0.01%
14,169
+13,215
2225
$1.64M ﹤0.01%
98,223
-2,008
87 88
89
90 91