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
$1.12T
AUM Growth
+$135B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,529
New
Increased
Reduced
Closed

Top Buys

1
+$1.57B
2
+$1.44B
3
+$1.26B
4
MAR icon
Marriott International
MAR
+$1.19B
5
QS icon
QuantumScape
QS
+$1B

Top Sells

1
+$3.22B
2
+$3.18B
3
+$2.75B
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.28B
5
MA icon
Mastercard
MA
+$2.26B

Sector Composition

1 Technology 27.07%
2 Healthcare 14.55%
3 Consumer Discretionary 14.53%
4 Financials 10.96%
5 Communication Services 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$2.41M ﹤0.01%
661,384
-20,703
2227
$2.4M ﹤0.01%
96,117
+44,993
2228
$2.39M ﹤0.01%
25,609
-688,772
2229
$2.37M ﹤0.01%
120,759
+77,611
2230
$2.36M ﹤0.01%
19,747
+15
2231
$2.31M ﹤0.01%
275,739
-24,200
2232
$2.29M ﹤0.01%
35,142
-178
2233
$2.28M ﹤0.01%
17,107
+8,233
2234
$2.27M ﹤0.01%
224,475
2235
$2.25M ﹤0.01%
70,048
+62,000
2236
$2.25M ﹤0.01%
+31,351
2237
$2.24M ﹤0.01%
16,352
-90,710
2238
$2.21M ﹤0.01%
387,588
+267,416
2239
$2.15M ﹤0.01%
267,764
-24,918
2240
$2.15M ﹤0.01%
15,264
2241
$2.13M ﹤0.01%
24,098
+691
2242
$2.13M ﹤0.01%
109,948
2243
$2.13M ﹤0.01%
63,887
+51,396
2244
$2.12M ﹤0.01%
72,000
+62,000
2245
$2.1M ﹤0.01%
+40,251
2246
$2.1M ﹤0.01%
2,205,000
+100,000
2247
$2.05M ﹤0.01%
52,495
-1,887
2248
$2.04M ﹤0.01%
504,970
+13,700
2249
$2.03M ﹤0.01%
1,355,069
+13
2250
$2.03M ﹤0.01%
620,309
88 89
90
91 92