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
$1.68T
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,956
New
Increased
Reduced
Closed

Top Buys

1
+$4.18B
2
+$4.01B
3
+$1.97B
4
APP icon
Applovin
APP
+$1.93B
5
BA icon
Boeing
BA
+$1.5B

Top Sells

1
+$5.95B
2
+$5.56B
3
+$3.37B
4
LLY icon
Eli Lilly
LLY
+$1.93B
5
AMD icon
Advanced Micro Devices
AMD
+$1.6B

Sector Composition

1 Technology 31.3%
2 Financials 12.11%
3 Communication Services 12%
4 Consumer Discretionary 11.22%
5 Healthcare 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$269M 0.02%
3,147,544
+2,655,962
702
$269M 0.02%
3,994,275
+231,424
703
$269M 0.02%
10,369,799
+10,361,617
704
$269M 0.02%
4,755,591
-4,094,972
705
$268M 0.02%
782,005
-282,943
706
$268M 0.02%
1,615,858
-94,500
707
$268M 0.02%
867,850
+84,305
708
$267M 0.02%
3,598,734
-1,367,166
709
$267M 0.02%
7,307,260
-2,722,068
710
$265M 0.02%
4,593,306
+419,407
711
$264M 0.02%
12,205,497
-1,222,672
712
$263M 0.02%
5,791,263
-1,357,574
713
$261M 0.02%
1,815,158
-590,568
714
$261M 0.02%
4,246,147
+2,241,733
715
$261M 0.02%
1,419,831
+742,686
716
$261M 0.02%
11,766,527
+249,456
717
$261M 0.02%
17,647,865
+42,922
718
$261M 0.02%
2,016,124
-5,847
719
$261M 0.02%
3,638,934
+65,931
720
$260M 0.02%
2,940,943
+68,066
721
$260M 0.02%
6,171,067
+6,022,956
722
$255M 0.02%
43,595,445
-3,192,545
723
$254M 0.02%
16,401,420
-20,008,495
724
$253M 0.02%
1,579,515
+21,432
725
$253M 0.02%
56,148,774
+30,315,997
27 28
29
30 31