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
$1.68T
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,956
New
Increased
Reduced
Closed

Top Buys

1
+$4.18B
2
+$4.01B
3
+$1.97B
4
APP icon
Applovin
APP
+$1.93B
5
BA icon
Boeing
BA
+$1.5B

Top Sells

1
+$5.95B
2
+$5.56B
3
+$3.37B
4
LLY icon
Eli Lilly
LLY
+$1.93B
5
AMD icon
Advanced Micro Devices
AMD
+$1.6B

Sector Composition

1 Technology 31.3%
2 Financials 12.11%
3 Communication Services 12%
4 Consumer Discretionary 11.22%
5 Healthcare 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.09M ﹤0.01%
144,507
-1,587,279
2477
$1.08M ﹤0.01%
38,724
+8,387
2478
$1.08M ﹤0.01%
19,939
+19,721
2479
$1.06M ﹤0.01%
39,857
+21,246
2480
$1.06M ﹤0.01%
42,517
-111
2481
$1.06M ﹤0.01%
13,934
+5,962
2482
$1.06M ﹤0.01%
4,106
+2,027
2483
$1.05M ﹤0.01%
69,537
+54,352
2484
$1.05M ﹤0.01%
15,496
-10,132
2485
$1.05M ﹤0.01%
650,574
+327,556
2486
$1.05M ﹤0.01%
33,503
-1,661
2487
$1.04M ﹤0.01%
174,676
+795
2488
$1.04M ﹤0.01%
40,501
-87,196
2489
$1.04M ﹤0.01%
14,759
+1,993
2490
$1.04M ﹤0.01%
60,807
-18,541
2491
$1.04M ﹤0.01%
17,526
-2,765
2492
$1.04M ﹤0.01%
1,788,392
-65,883
2493
$1.03M ﹤0.01%
18,472
-2,478
2494
$1.03M ﹤0.01%
37,581
-787
2495
$1.03M ﹤0.01%
10,664
-154
2496
$1.02M ﹤0.01%
17,874
+1,261
2497
$1.02M ﹤0.01%
5,416
+370
2498
$1.01M ﹤0.01%
+61,500
2499
$1.01M ﹤0.01%
18,234
+2,852
2500
$1.01M ﹤0.01%
45,306
-88,471
98 99
100
101 102