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
951
$135M 0.01%
1,368,293
+183,254
952
$135M 0.01%
5,504,252
+51,905
953
$135M 0.01%
3,989,222
+267,770
954
$134M 0.01%
11,158,878
+246,312
955
$134M 0.01%
423,748
+2,133
956
$134M 0.01%
3,765,923
+1,389,704
957
$133M 0.01%
2,220,136
-184,563
958
$133M 0.01%
1,589,363
+844,770
959
$133M 0.01%
+3,686,589
960
$132M 0.01%
4,588,352
+2,332,422
961
$130M 0.01%
368,670
+196,862
962
$128M 0.01%
853,992
-268,521
963
$127M 0.01%
2,230,786
+1,067,676
964
$127M 0.01%
966,768
-375,604
965
$127M 0.01%
1,563,884
-59,780
966
$126M 0.01%
2,906,807
-6,785,308
967
$126M 0.01%
1,354,519
-62,140
968
$125M 0.01%
800,805
-474,280
969
$125M 0.01%
6,621,625
+766,495
970
$124M 0.01%
1,739,156
-182,442
971
$123M 0.01%
2,780,043
-357,820
972
$123M 0.01%
707,265
-95,393
973
$123M 0.01%
5,564,139
-222,295
974
$123M 0.01%
1,857,457
-364,031
975
$123M 0.01%
3,234,696
+1,266,177
37 38
39
40 41