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
$1.16T
AUM Growth
-$35.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,740
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$1.82B
3
+$1.58B
4
KVUE icon
Kenvue
KVUE
+$1.52B
5
META icon
Meta Platforms (Facebook)
META
+$1.5B

Top Sells

1
+$1.5B
2
+$1.08B
3
+$1.04B
4
AMD icon
Advanced Micro Devices
AMD
+$983M
5
PGR icon
Progressive
PGR
+$811M

Sector Composition

1 Technology 28.71%
2 Healthcare 13.33%
3 Consumer Discretionary 10.49%
4 Financials 10.47%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$516M 0.04%
3,185,243
+364,673
377
$516M 0.04%
23,623,144
+129,355
378
$516M 0.04%
14,048,474
-156,778
379
$515M 0.04%
11,504,635
-423,192
380
$515M 0.04%
8,774,011
-6,572,750
381
$514M 0.04%
2,511,066
+12,322
382
$511M 0.04%
3,428,191
-46,437
383
$511M 0.04%
3,490,675
-848,780
384
$508M 0.04%
11,921,987
-4,714,336
385
$508M 0.04%
5,264,937
+459,147
386
$507M 0.04%
2,293,269
+275,947
387
$507M 0.04%
5,840,336
-578,344
388
$506M 0.04%
6,555,513
+10,656
389
$505M 0.04%
4,016,818
-1,335,982
390
$503M 0.04%
2,527,893
+92,919
391
$502M 0.04%
61,424,813
+4,208,188
392
$502M 0.04%
2,368,023
-71,951
393
$502M 0.04%
2,967,988
+203,494
394
$501M 0.04%
6,966,679
-2,544,115
395
$498M 0.04%
4,317,629
-150,443
396
$496M 0.04%
21,533,318
-6,725,265
397
$496M 0.04%
9,895,110
-1,092,997
398
$494M 0.04%
1,523,946
+55,703
399
$493M 0.04%
5,686,848
+238,498
400
$492M 0.04%
9,836,893
-517,576
14 15
16
17 18