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
2251
$2.2M ﹤0.01%
58,582
+4,015
2252
$2.19M ﹤0.01%
81,347
+1,022
2253
$2.19M ﹤0.01%
115,684
2254
$2.19M ﹤0.01%
+162,500
2255
$2.17M ﹤0.01%
+15,831
2256
$2.16M ﹤0.01%
120,806
-6,600
2257
$2.14M ﹤0.01%
144,991
2258
$2.13M ﹤0.01%
182,481
+11,732
2259
$2.13M ﹤0.01%
90,049
-59
2260
$2.13M ﹤0.01%
567,153
2261
$2.13M ﹤0.01%
21,035
-12,065
2262
$2.09M ﹤0.01%
55,564
+13
2263
$2.05M ﹤0.01%
949,700
-450,300
2264
$2.04M ﹤0.01%
105,141
-16,500
2265
$2.03M ﹤0.01%
37,597
-12,668
2266
$2.01M ﹤0.01%
103,842
-509,204
2267
$2M ﹤0.01%
12,373
+665
2268
$2M ﹤0.01%
63,361
-19,621
2269
$1.97M ﹤0.01%
17,800
-47,300
2270
$1.95M ﹤0.01%
+574,734
2271
$1.94M ﹤0.01%
111,301
+48,801
2272
$1.92M ﹤0.01%
32,022
+12,098
2273
$1.92M ﹤0.01%
22,048
-183,480
2274
$1.9M ﹤0.01%
111,180
+4,018
2275
$1.9M ﹤0.01%
410,962
-294,554
89 90
91
92 93