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
901
$163M 0.01%
3,877,635
-52,311
902
$163M 0.01%
2,081,465
-84,361
903
$162M 0.01%
2,203,603
+151,316
904
$162M 0.01%
1,751,986
-1,184,954
905
$161M 0.01%
1,372,012
-357,486
906
$161M 0.01%
1,076,928
-955,472
907
$160M 0.01%
2,679,872
-200,585
908
$160M 0.01%
11,879,160
+9,309
909
$160M 0.01%
2,823,579
-831,562
910
$160M 0.01%
2,939,651
-1,043
911
$160M 0.01%
836,540
+2,052
912
$160M 0.01%
2,579,349
+1,153,474
913
$159M 0.01%
1,677,006
-646,566
914
$159M 0.01%
11,079,397
+1,112,022
915
$159M 0.01%
5,292,499
-733,478
916
$159M 0.01%
8,226,974
+4,036,639
917
$158M 0.01%
1,174,869
-112,796
918
$158M 0.01%
2,336,960
-151,382
919
$157M 0.01%
12,575,015
+1,109,940
920
$156M 0.01%
8,350,192
+2,750,166
921
$156M 0.01%
2,113,299
+293,668
922
$156M 0.01%
1,989,602
-19,827
923
$156M 0.01%
1,628,457
-109,019
924
$155M 0.01%
4,446,138
-821,531
925
$155M 0.01%
2,025,507
-115,065
35 36
37
38 39