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
$1.57T
AUM Growth
-$109B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.9B
2
+$2.17B
3
+$2.13B
4
BABA icon
Alibaba
BABA
+$2.05B
5
GILD icon
Gilead Sciences
GILD
+$2.04B

Top Sells

1
+$4.21B
2
+$3.09B
3
+$3.01B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02B
5
LLY icon
Eli Lilly
LLY
+$1.71B

Sector Composition

1 Technology 27.89%
2 Financials 13.61%
3 Communication Services 11.77%
4 Consumer Discretionary 10.94%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$149M 0.01%
9,070,398
+843,424
927
$148M 0.01%
+10,088,034
928
$148M 0.01%
10,258,823
+426,928
929
$148M 0.01%
5,816,987
+205,229
930
$147M 0.01%
5,755,789
-396,937
931
$146M 0.01%
2,733,054
+996,520
932
$146M 0.01%
9,038,553
+237,287
933
$146M 0.01%
16,883,226
+3,408,217
934
$145M 0.01%
1,247,231
+246,785
935
$145M 0.01%
1,590,441
-237,496
936
$145M 0.01%
14,352,294
-329,659
937
$144M 0.01%
4,415,622
-7,088
938
$144M 0.01%
11,880,008
+848
939
$144M 0.01%
4,840,496
+22,797
940
$143M 0.01%
5,589,595
+5,225
941
$143M 0.01%
1,282,070
+68,621
942
$142M 0.01%
5,122,674
-431,427
943
$142M 0.01%
2,777,768
+994,885
944
$142M 0.01%
483,524
-145,193
945
$142M 0.01%
3,462,534
-27,735
946
$142M 0.01%
3,082,666
+2,808
947
$142M 0.01%
428,213
-1,738,503
948
$141M 0.01%
2,114,708
-355,058
949
$141M 0.01%
568,047
-43,079
950
$140M 0.01%
638,545
+280,522
36 37
38
39 40