Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

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
+30.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,826
New
Increased
Reduced
Closed

Top Buys

1
+$5.13B
2
+$4.34B
3
+$3.95B
4
TSLA icon
Tesla
TSLA
+$2.35B
5
GE icon
GE Aerospace
GE
+$1.72B

Top Sells

1
+$2.31B
2
+$1.74B
3
+$1.28B
4
RCI icon
Rogers Communications
RCI
+$1.26B
5
TWX
Time Warner Inc
TWX
+$1.14B

Sector Composition

1 Technology 18.34%
2 Financials 16.14%
3 Healthcare 14.65%
4 Consumer Discretionary 11.8%
5 Communication Services 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$584K ﹤0.01%
15,985
+9,575
2402
$579K ﹤0.01%
17,298
+4,374
2403
$578K ﹤0.01%
+23,732
2404
$558K ﹤0.01%
31,563
+72
2405
$546K ﹤0.01%
11,655
+46
2406
$536K ﹤0.01%
16,686
+2,286
2407
$534K ﹤0.01%
30,700
2408
$533K ﹤0.01%
59,000
-11,200
2409
$533K ﹤0.01%
56,280
+14,536
2410
$529K ﹤0.01%
25,017
-9,713
2411
$524K ﹤0.01%
62,080
+42,580
2412
$514K ﹤0.01%
94,376
+465
2413
$509K ﹤0.01%
+3,700
2414
$495K ﹤0.01%
11,528
+2,753
2415
$492K ﹤0.01%
21,145
-621,222
2416
$481K ﹤0.01%
13,681
+432
2417
$480K ﹤0.01%
29,600
2418
$463K ﹤0.01%
12,900
2419
$456K ﹤0.01%
23,400
2420
$455K ﹤0.01%
34,845
-17,431
2421
$455K ﹤0.01%
3,391
-187
2422
$440K ﹤0.01%
12,705
+990
2423
$438K ﹤0.01%
9,878
-8,583
2424
$437K ﹤0.01%
3,219
+336
2425
$437K ﹤0.01%
10,661
-38
95 96
97
98 99