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
$1.17T
AUM Growth
+$46.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,894
New
Increased
Reduced
Closed

Top Buys

1
+$1.36B
2
+$1.34B
3
+$1.33B
4
BA icon
Boeing
BA
+$1.3B
5
BAC icon
Bank of America
BAC
+$1.28B

Top Sells

1
+$3.07B
2
+$1.76B
3
+$1.66B
4
ADBE icon
Adobe
ADBE
+$1.47B
5
V icon
Visa
V
+$1.38B

Sector Composition

1 Technology 25.5%
2 Healthcare 14.03%
3 Consumer Discretionary 13.87%
4 Financials 12.28%
5 Communication Services 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$163M 0.01%
+10,489,120
877
$163M 0.01%
302,559
-9,508
878
$162M 0.01%
1,173,730
-58,944
879
$162M 0.01%
5,755,845
-2,243,234
880
$162M 0.01%
3,900,819
-173,303
881
$161M 0.01%
1,146,177
+280,050
882
$161M 0.01%
3,163,152
+176,297
883
$160M 0.01%
3,852,840
+3,719,308
884
$160M 0.01%
7,511,617
+6,894,930
885
$160M 0.01%
1,961,823
+1,104
886
$160M 0.01%
3,995,405
-3,188,567
887
$160M 0.01%
14,227,342
-453,118
888
$160M 0.01%
1,889,994
-258,750
889
$158M 0.01%
1,892,686
+15,883
890
$158M 0.01%
5,806,890
+340,970
891
$157M 0.01%
5,956,744
-561,082
892
$156M 0.01%
1,360,938
-385,555
893
$156M 0.01%
2,601,477
-322,902
894
$156M 0.01%
815,357
-225,930
895
$155M 0.01%
1,736,732
-67,124
896
$154M 0.01%
184,745
-60,378
897
$153M 0.01%
2,687,700
-826,509
898
$153M 0.01%
7,510,499
-7,510,688
899
$153M 0.01%
6,115,478
+2,125,421
900
$152M 0.01%
862,438
-52,678
34 35
36
37 38