Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

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
+30.81%
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 28.72%
2 Healthcare 13.33%
3 Consumer Discretionary 10.49%
4 Financials 10.47%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.35B 0.46%
24,317,847
-661,723
27
$5.25B 0.45%
56,501,448
+420,080
28
$5.18B 0.45%
13,919,350
+354,506
29
$5.18B 0.45%
189,156,505
-17,334,251
30
$5.15B 0.45%
25,779,812
+91,453
31
$5.1B 0.44%
9,033,302
-48,018
32
$5.09B 0.44%
9,988,653
-518,550
33
$5.08B 0.44%
114,557,584
-5,231,432
34
$4.99B 0.43%
14,360,437
-268,229
35
$4.66B 0.4%
111,000,844
+1,383,928
36
$4.62B 0.4%
52,008,484
+6,036,764
37
$4.57B 0.39%
15,967,363
+1,939,554
38
$4.49B 0.39%
21,622,186
-404,717
39
$4.25B 0.37%
19,921,979
+5,270,331
40
$4.22B 0.37%
41,078,610
-9,564,607
41
$4.21B 0.36%
8,320,024
-890,117
42
$4.14B 0.36%
73,868,537
-573,996
43
$4.09B 0.35%
13,316,028
+565,505
44
$3.93B 0.34%
38,145,198
-819,448
45
$3.74B 0.32%
19,529,796
-159,622
46
$3.71B 0.32%
10,594,994
-1,220,994
47
$3.7B 0.32%
19,423,136
+61,408
48
$3.62B 0.31%
41,612,269
-737,780
49
$3.53B 0.31%
24,212,541
-547,797
50
$3.36B 0.29%
36,666,264
-340,904
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