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
876
$175M 0.01%
614,269
-250,041
877
$173M 0.01%
1,213,446
+32,164
878
$173M 0.01%
2,010,547
+1,436,231
879
$173M 0.01%
3,285,421
+2,952,718
880
$172M 0.01%
1,960,980
-59,240
881
$172M 0.01%
1,137,114
+23,425
882
$171M 0.01%
3,180,318
-619,706
883
$170M 0.01%
3,138,814
+488,322
884
$168M 0.01%
9,710,890
-191,671
885
$168M 0.01%
2,104,985
+265,416
886
$168M 0.01%
1,578,984
-21,350
887
$167M 0.01%
577,325
+124,058
888
$167M 0.01%
4,154,374
-1,452,642
889
$166M 0.01%
7,316,586
-3,131,859
890
$166M 0.01%
3,330,889
+95,950
891
$166M 0.01%
7,262,051
+5,386,562
892
$166M 0.01%
1,315,080
+20,210
893
$165M 0.01%
1,575,445
-121,799
894
$165M 0.01%
3,988,122
+1,231,090
895
$165M 0.01%
4,434,699
-2,617,740
896
$165M 0.01%
1,438,603
-1,291,403
897
$165M 0.01%
6,078,746
-49,698
898
$164M 0.01%
2,469,766
-1,175,283
899
$163M 0.01%
8,019,746
+188,368
900
$163M 0.01%
12,887,467
+5,475,087
34 35
36
37 38