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
2576
$811K ﹤0.01%
42,823
+1,042
2577
$810K ﹤0.01%
16,765
+14,499
2578
$804K ﹤0.01%
320,358
+14,229
2579
$803K ﹤0.01%
4,843
+89
2580
$802K ﹤0.01%
11,583
+4,260
2581
$802K ﹤0.01%
4,141
+2,308
2582
$801K ﹤0.01%
26,465
+3,331
2583
$797K ﹤0.01%
172,240
+15,549
2584
$795K ﹤0.01%
7,535
+96
2585
$794K ﹤0.01%
147,629
+147,123
2586
$794K ﹤0.01%
71,884
-1,566
2587
$793K ﹤0.01%
20,921
+1,242
2588
$793K ﹤0.01%
21,345
-12,990
2589
$790K ﹤0.01%
10,002
-573
2590
$786K ﹤0.01%
218,365
+32,424
2591
$785K ﹤0.01%
25,679
-1,007
2592
$783K ﹤0.01%
17,270
-46,355
2593
$783K ﹤0.01%
13,971
+917
2594
$781K ﹤0.01%
14,099
+2,142
2595
$781K ﹤0.01%
61,136
+27,838
2596
$779K ﹤0.01%
243,478
+69,883
2597
$778K ﹤0.01%
91,100
-158,158
2598
$777K ﹤0.01%
9,713
+207
2599
$774K ﹤0.01%
44,623
+34,504
2600
$769K ﹤0.01%
29,221
+13,020
102 103
104
105 106