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
$1.64T
AUM Growth
+$81.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,851
New
Increased
Reduced
Closed

Top Buys

1
+$4.25B
2
+$2.83B
3
+$1.23B
4
FSEC icon
Fidelity Investment Grade Securitized ETF
FSEC
+$1.1B
5
CVNA icon
Carvana
CVNA
+$1.02B

Top Sells

1
+$5.61B
2
+$2.18B
3
+$1.96B
4
ETN icon
Eaton
ETN
+$1.67B
5
ASML icon
ASML
ASML
+$1.6B

Sector Composition

1 Technology 30.94%
2 Healthcare 12.13%
3 Financials 11.25%
4 Communication Services 10.78%
5 Consumer Discretionary 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$2.1M ﹤0.01%
14,450
+2,332
2227
$2.1M ﹤0.01%
35,009
+3,599
2228
$2.08M ﹤0.01%
33,642
+18,459
2229
$2.08M ﹤0.01%
75,126
+26,552
2230
$2.07M ﹤0.01%
153,285
+75,644
2231
$2.07M ﹤0.01%
53,118
+8,577
2232
$2.07M ﹤0.01%
58,338
+51,390
2233
$2.07M ﹤0.01%
33,000
2234
$2.07M ﹤0.01%
80,545
-6,050
2235
$2.06M ﹤0.01%
26,252
-2,230
2236
$2.06M ﹤0.01%
147,416
+31,772
2237
$2.06M ﹤0.01%
28,751
+1,945
2238
$2.03M ﹤0.01%
68,801
-85,833
2239
$2.02M ﹤0.01%
45,393
+33,546
2240
$2M ﹤0.01%
21,446
-20,212
2241
$2M ﹤0.01%
144,232
+29,198
2242
$1.99M ﹤0.01%
166,795
+166,014
2243
$1.99M ﹤0.01%
13,276
+2,501
2244
$1.99M ﹤0.01%
122,500
2245
$1.98M ﹤0.01%
39,200
+15,574
2246
$1.98M ﹤0.01%
766,031
2247
$1.96M ﹤0.01%
21,619
+3,508
2248
$1.96M ﹤0.01%
98,580
+19,270
2249
$1.96M ﹤0.01%
31,479
+3,347
2250
$1.95M ﹤0.01%
24,280
+20,559
88 89
90
91 92