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
2251
$2.02M ﹤0.01%
83,963
-2,750,224
2252
$1.99M ﹤0.01%
9,786
+1,598
2253
$1.95M ﹤0.01%
51,362
-1,588,157
2254
$1.94M ﹤0.01%
131,885
+12,200
2255
$1.94M ﹤0.01%
106,916
-31
2256
$1.92M ﹤0.01%
56,437
-844,736
2257
$1.91M ﹤0.01%
277,800
-113,400
2258
$1.88M ﹤0.01%
117,248
+19,792
2259
$1.88M ﹤0.01%
31,217
+15,822
2260
$1.88M ﹤0.01%
450,000
2261
$1.87M ﹤0.01%
400,300
2262
$1.84M ﹤0.01%
89,460
+19,482
2263
$1.84M ﹤0.01%
322,218
+10,319
2264
$1.83M ﹤0.01%
30,458
-26,374
2265
$1.83M ﹤0.01%
79,491
+79,090
2266
$1.83M ﹤0.01%
358,675
+92,867
2267
$1.82M ﹤0.01%
34,314
+5,451
2268
$1.81M ﹤0.01%
42,293
+23,960
2269
$1.81M ﹤0.01%
250,534
2270
$1.8M ﹤0.01%
+358,776
2271
$1.79M ﹤0.01%
136,335
+1,540
2272
$1.78M ﹤0.01%
29,150
-480
2273
$1.78M ﹤0.01%
23,545
+4,264
2274
$1.77M ﹤0.01%
224,500
-57,100
2275
$1.77M ﹤0.01%
79,174
-3,847
89 90
91
92 93