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
$853B
AUM Growth
+$25.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,796
New
Increased
Reduced
Closed

Top Buys

1
+$1.35B
2
+$1.27B
3
+$1.13B
4
MSFT icon
Microsoft
MSFT
+$1.04B
5
SCHW icon
Charles Schwab
SCHW
+$889M

Top Sells

1
+$4.02B
2
+$1.7B
3
+$1.39B
4
BKNG icon
Booking.com
BKNG
+$1.38B
5
AMGN icon
Amgen
AMGN
+$1.24B

Sector Composition

1 Financials 17.16%
2 Technology 16.67%
3 Healthcare 13.22%
4 Consumer Discretionary 10.61%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$1.17M ﹤0.01%
300,000
2352
$1.17M ﹤0.01%
+50,200
2353
$1.16M ﹤0.01%
97,500
+13,500
2354
$1.16M ﹤0.01%
171,930
+28,520
2355
$1.15M ﹤0.01%
10,183
+2,842
2356
$1.14M ﹤0.01%
53,328
+228
2357
$1.13M ﹤0.01%
114,403
-604
2358
$1.13M ﹤0.01%
168,740
2359
$1.13M ﹤0.01%
22,590
+4,131
2360
$1.12M ﹤0.01%
10,520
+707
2361
$1.1M ﹤0.01%
17,810
+7,511
2362
$1.09M ﹤0.01%
449,935
-2,094
2363
$1.08M ﹤0.01%
206,800
-138,500
2364
$1.08M ﹤0.01%
157,100
+46,600
2365
$1.07M ﹤0.01%
+25,000
2366
$1.06M ﹤0.01%
6,904
-21,019
2367
$1.05M ﹤0.01%
131,205
2368
$1.05M ﹤0.01%
+34,364
2369
$1.05M ﹤0.01%
290,530
-191,751
2370
$1.04M ﹤0.01%
38,590
-2,600
2371
$1.03M ﹤0.01%
9,970
2372
$1.03M ﹤0.01%
17,003
+11,420
2373
$1.01M ﹤0.01%
15,132
-2,842
2374
$970K ﹤0.01%
29,444
+21,989
2375
$960K ﹤0.01%
7,806
-1,864
93 94
95
96 97