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
2226
$2.5M ﹤0.01%
70,200
+6,200
2227
$2.5M ﹤0.01%
57,137
+3,574
2228
$2.5M ﹤0.01%
105,623
-3,629
2229
$2.46M ﹤0.01%
131,531
+31
2230
$2.44M ﹤0.01%
55,200
2231
$2.43M ﹤0.01%
248,138
2232
$2.43M ﹤0.01%
209,200
2233
$2.4M ﹤0.01%
66,400
-285,600
2234
$2.39M ﹤0.01%
+61,231
2235
$2.39M ﹤0.01%
73,219
+15,982
2236
$2.38M ﹤0.01%
114,472
-73,535
2237
$2.38M ﹤0.01%
96,338
+1,000
2238
$2.37M ﹤0.01%
+171,000
2239
$2.36M ﹤0.01%
+682,702
2240
$2.34M ﹤0.01%
+890,526
2241
$2.34M ﹤0.01%
92,707
+4,347
2242
$2.3M ﹤0.01%
90,108
2243
$2.28M ﹤0.01%
+115,065
2244
$2.27M ﹤0.01%
64,922
+2,056
2245
$2.27M ﹤0.01%
+80,250
2246
$2.25M ﹤0.01%
34,279
+1,589
2247
$2.24M ﹤0.01%
24,173
-256,755
2248
$2.22M ﹤0.01%
+33,292
2249
$2.21M ﹤0.01%
118,035
-4,025
2250
$2.21M ﹤0.01%
17,994
+3,596
88 89
90
91 92