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
401
$490M 0.04%
2,471,464
+1,397,510
402
$489M 0.04%
17,441,907
-1,478,587
403
$487M 0.04%
16,441,478
+1,345,943
404
$486M 0.04%
1,715,055
+21,422
405
$483M 0.04%
5,300,341
+1,123,494
406
$483M 0.04%
9,432,926
-2,519,571
407
$481M 0.04%
5,136,282
-4,523
408
$474M 0.04%
10,025,536
-1,347,783
409
$474M 0.04%
14,217,008
+1,313,734
410
$470M 0.04%
3,661,842
+75,083
411
$469M 0.04%
25,033,847
-2,456,998
412
$467M 0.04%
7,496,531
-196,339
413
$464M 0.04%
16,499,746
-333,559
414
$461M 0.04%
1,559,785
-435,979
415
$461M 0.04%
2,515,603
-2,285,800
416
$460M 0.04%
5,247,563
-1,909,714
417
$456M 0.04%
6,357,863
-1,018,248
418
$456M 0.04%
14,534,216
+202,147
419
$456M 0.04%
3,796,517
-295,809
420
$454M 0.04%
38,910,625
+2,913,491
421
$452M 0.04%
12,923,843
-2,182,585
422
$451M 0.04%
4,164,457
-648,273
423
$450M 0.04%
3,600,590
-2,763,208
424
$449M 0.04%
53,951,936
+9,812,040
425
$449M 0.04%
3,609,351
-1,721,500
15 16
17
18 19