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
$1.57T
AUM Growth
-$109B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.9B
2
+$2.17B
3
+$2.13B
4
BABA icon
Alibaba
BABA
+$2.05B
5
GILD icon
Gilead Sciences
GILD
+$2.04B

Top Sells

1
+$4.21B
2
+$3.09B
3
+$3.01B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02B
5
LLY icon
Eli Lilly
LLY
+$1.71B

Sector Composition

1 Technology 27.89%
2 Financials 13.61%
3 Communication Services 11.77%
4 Consumer Discretionary 10.94%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$472M 0.03%
26,113,309
+4,010,819
477
$472M 0.03%
10,342,057
-172,430
478
$471M 0.03%
14,031,269
+5,103,183
479
$470M 0.03%
253,229
-104,400
480
$466M 0.03%
1,072,893
+31,229
481
$465M 0.03%
17,917,960
+2,598,954
482
$464M 0.03%
1,518,291
+250,080
483
$464M 0.03%
7,738,162
+1,725,679
484
$463M 0.03%
5,236,997
-1,909,503
485
$462M 0.03%
22,613,421
+10,682
486
$462M 0.03%
2,394,226
+132,414
487
$461M 0.03%
15,615,064
-894,542
488
$461M 0.03%
4,086,791
+272,407
489
$460M 0.03%
32,061,333
+6,103,446
490
$459M 0.03%
2,918,974
+397,391
491
$459M 0.03%
1,424,242
-272,793
492
$456M 0.03%
2,857,405
-467,479
493
$455M 0.03%
10,661,550
-2,775,986
494
$455M 0.03%
5,286,735
+4,618,996
495
$454M 0.03%
11,320,601
+1,624,894
496
$451M 0.03%
4,605,060
+811,486
497
$448M 0.03%
13,204,213
-242,799
498
$444M 0.03%
10,628,099
-3,221,499
499
$443M 0.03%
13,794,490
+159,229
500
$443M 0.03%
3,457,602
+1,111,225
18 19
20
21 22