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
$1.49T
AUM Growth
+$188B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,875
New
Increased
Reduced
Closed

Top Buys

1
+$2.03B
2
+$1.85B
3
+$1.7B
4
AMZN icon
Amazon
AMZN
+$1.61B
5
ASML icon
ASML
ASML
+$1.59B

Top Sells

1
+$11.2B
2
+$3B
3
+$2.73B
4
AAPL icon
Apple
AAPL
+$1.87B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.31B

Sector Composition

1 Technology 30.62%
2 Healthcare 12.13%
3 Financials 10.96%
4 Consumer Discretionary 10.79%
5 Communication Services 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$104B 6.98%
1,151,036,980
-124,172,520
2
$92.9B 6.24%
220,859,696
+2,021,227
3
$66.4B 4.46%
136,752,312
+3,059,801
4
$58.6B 3.94%
325,059,822
+8,910,060
5
$49.6B 3.33%
288,979,418
-10,891,934
6
$34.2B 2.29%
226,327,292
-682,232
7
$26.5B 1.78%
34,082,478
+1,237,058
8
$21.2B 1.42%
33,428
9
$17.6B 1.18%
35,668,357
-6,061,351
10
$16.6B 1.11%
142,656,476
-4,458,959
11
$16.5B 1.11%
108,558,864
-8,572,243
12
$14.8B 0.99%
53,073,343
+1,443,061
13
$12.8B 0.86%
21,013,238
-933,992
14
$12.1B 0.81%
86,528,355
+3,096,351
15
$11.1B 0.75%
36,891,791
+661,970
16
$11.1B 0.74%
55,364,821
+2,759,739
17
$10.8B 0.73%
186,791,308
+9,498,909
18
$10.4B 0.7%
10,794,072
+476,657
19
$10B 0.67%
20,849,245
+271,589
20
$9.72B 0.65%
141,930,013
+3,679,063
21
$9.66B 0.65%
125,492,610
+2,925,797
22
$9.21B 0.62%
129,899,192
+226,968
23
$7.77B 0.52%
58,588,260
+15,282,790
24
$7.28B 0.49%
191,851,768
+4,377,915
25
$7.22B 0.48%
23,096,278
+2,908,436
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