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
$1.16T
AUM Growth
-$35.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,740
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$1.82B
3
+$1.58B
4
KVUE icon
Kenvue
KVUE
+$1.52B
5
META icon
Meta Platforms (Facebook)
META
+$1.5B

Top Sells

1
+$1.5B
2
+$1.08B
3
+$1.04B
4
AMD icon
Advanced Micro Devices
AMD
+$983M
5
PGR icon
Progressive
PGR
+$811M

Sector Composition

1 Technology 28.71%
2 Healthcare 13.33%
3 Consumer Discretionary 10.49%
4 Financials 10.47%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$97.5M 0.01%
5,311,499
+5,246,212
977
$97.4M 0.01%
5,190,565
-33,000
978
$97.3M 0.01%
570,778
+216,200
979
$97.2M 0.01%
3,169,142
+1,242,972
980
$96.7M 0.01%
8,597,388
+53,395
981
$96.6M 0.01%
2,244,325
-2,041,539
982
$96.1M 0.01%
11,927,203
+11,525
983
$96.1M 0.01%
3,103,779
+265,677
984
$95.8M 0.01%
2,990,326
+5,258
985
$95.6M 0.01%
4,868,295
+466,667
986
$95.6M 0.01%
243,404
+30,552
987
$95.3M 0.01%
1,898,398
+1,224,079
988
$95.3M 0.01%
2,761,132
+820,801
989
$95.3M 0.01%
7,467,709
-1,332,656
990
$95M 0.01%
4,159,106
-243,135
991
$94.8M 0.01%
1,525,640
+40,839
992
$94.4M 0.01%
11,540,617
+122,894
993
$94.4M 0.01%
5,657,576
-3,060,518
994
$94.3M 0.01%
1,889,975
-503,773
995
$94M 0.01%
1,271,590
-119,973
996
$94M 0.01%
861,598
+286,254
997
$93.4M 0.01%
2,057,414
-33,759
998
$93.3M 0.01%
471,262
-34,821
999
$93.2M 0.01%
611,443
-11,814
1000
$93.1M 0.01%
24,320,736
+226,211
38 39
40
41 42