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
$1.35T
AUM Growth
+$93.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,307
New
Increased
Reduced
Closed

Top Buys

1
+$2.55B
2
+$1.3B
3
+$1.13B
4
GFS icon
GlobalFoundries
GFS
+$1.11B
5
AMD icon
Advanced Micro Devices
AMD
+$982M

Top Sells

1
+$4.98B
2
+$2.5B
3
+$2.05B
4
DIS icon
Walt Disney
DIS
+$1.61B
5
TMUS icon
T-Mobile US
TMUS
+$1.07B

Sector Composition

1 Technology 29.13%
2 Healthcare 13.26%
3 Consumer Discretionary 12.9%
4 Financials 11.09%
5 Communication Services 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.38B 0.47%
34,892,856
-3,170,692
27
$6.36B 0.47%
103,976,940
+14,209,441
28
$6.35B 0.47%
10,062,967
-1,004,984
29
$6.05B 0.45%
10,665,731
-118,455
30
$6.01B 0.44%
43,620,660
-2,846,420
31
$6B 0.44%
101,876,609
-3,123,609
32
$5.87B 0.43%
31,147,653
-13,260,288
33
$5.84B 0.43%
14,092,472
+1,332,541
34
$5.82B 0.43%
9,045,910
+153,090
35
$5.72B 0.42%
39,725,472
+6,825,572
36
$4.94B 0.36%
68,652,670
-69,500
37
$4.82B 0.36%
13,403,478
+229,230
38
$4.68B 0.35%
28,073,626
-562,272
39
$4.45B 0.33%
19,543,268
-607,839
40
$4.41B 0.33%
20,568,411
-22,931
41
$4.33B 0.32%
103,795,707
+19,925,086
42
$4.29B 0.32%
43,723,474
+690,835
43
$4.21B 0.31%
11,381,610
+12,038
44
$4.2B 0.31%
98,905,912
-8,692,666
45
$4.16B 0.31%
95,077,106
+2,006,276
46
$4.1B 0.3%
25,063,449
-448,147
47
$4.09B 0.3%
8,815,438
-64,525
48
$4.03B 0.3%
80,002,228
-20,511,433
49
$4B 0.3%
67,555,066
-1,432,570
50
$3.86B 0.28%
22,910,731
+940,134
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