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
476
$478M 0.04%
1,542,418
+1,463,597
477
$478M 0.04%
16,790,671
+358,020
478
$475M 0.04%
2,417,844
+1,332,873
479
$474M 0.04%
6,190,305
+492,160
480
$474M 0.04%
1,938,383
-209,252
481
$474M 0.04%
3,182,216
+399,372
482
$472M 0.03%
101,233,773
-284,801
483
$471M 0.03%
8,474,309
-174,001
484
$471M 0.03%
7,583,100
-1,067,772
485
$471M 0.03%
1,580,918
+501,866
486
$469M 0.03%
13,964,254
-2,081,796
487
$467M 0.03%
12,530,943
+105,818
488
$467M 0.03%
6,241,873
+355,917
489
$466M 0.03%
10,170,150
+1,388,219
490
$466M 0.03%
13,916,860
-689,329
491
$461M 0.03%
9,708,582
+1,626,993
492
$460M 0.03%
8,721,190
+648,252
493
$460M 0.03%
10,950,586
-2,446,492
494
$459M 0.03%
14,108,076
-2,235,832
495
$459M 0.03%
3,877,773
+697,405
496
$456M 0.03%
+1,325,420
497
$456M 0.03%
7,725,012
+1,203,164
498
$454M 0.03%
1,552,421
+169,710
499
$451M 0.03%
11,534,373
+375,672
500
$449M 0.03%
9,872,054
-129,024
18 19
20
21 22