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
676
$271M 0.02%
2,078,802
+3,271
677
$270M 0.02%
6,999,580
+1,384,247
678
$270M 0.02%
6,923,807
-700,322
679
$269M 0.02%
31,666,040
-464,134
680
$268M 0.02%
11,359,940
+1,626,602
681
$268M 0.02%
2,636,179
-1,813,283
682
$268M 0.02%
7,486,600
-87,556
683
$268M 0.02%
27,616,589
+9,015,799
684
$268M 0.02%
7,556,474
+4,346,454
685
$267M 0.02%
16,258,639
+197,515
686
$267M 0.02%
2,529,696
+887,453
687
$267M 0.02%
1,922,666
-15,230
688
$266M 0.02%
16,931,221
+1,849,527
689
$265M 0.02%
9,419,271
-859,031
690
$264M 0.02%
2,865,603
-284,360
691
$264M 0.02%
21,959,260
-1,633,352
692
$263M 0.02%
11,984,734
+32,893
693
$263M 0.02%
20,858,068
+3,290,958
694
$263M 0.02%
6,976,525
-1,677,420
695
$263M 0.02%
5,544,234
+76,572
696
$262M 0.02%
9,011,168
-82,279
697
$262M 0.02%
4,794,421
-351,243
698
$261M 0.02%
2,897,373
-1,254,075
699
$261M 0.02%
10,314,570
+360,705
700
$259M 0.02%
588,224
+29,464
26 27
28
29 30