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
976
$131M 0.01%
1,111,527
-1,892,976
977
$130M 0.01%
938,162
+462,226
978
$130M 0.01%
2,322,899
-857,419
979
$130M 0.01%
726,673
-251,655
980
$130M 0.01%
6,609,529
+113,658
981
$130M 0.01%
6,044,804
+301,653
982
$130M 0.01%
1,638,647
+476,633
983
$130M 0.01%
966,776
-278,392
984
$129M 0.01%
838,863
+58,259
985
$129M 0.01%
689,074
+38,475
986
$128M 0.01%
1,383,541
+23,031
987
$127M 0.01%
1,019,306
-821,647
988
$127M 0.01%
1,273,227
-32,624
989
$127M 0.01%
1,223,768
-119,322
990
$127M 0.01%
3,315,143
+204,839
991
$127M 0.01%
643,900
-1,039,040
992
$127M 0.01%
1,996,028
+234,103
993
$127M 0.01%
1,433,169
-814,510
994
$126M 0.01%
1,280,948
+17,782
995
$126M 0.01%
1,967,857
-745,171
996
$126M 0.01%
13,503,894
+5,247,971
997
$126M 0.01%
419,980
+20,395
998
$126M 0.01%
2,637,051
+177,922
999
$124M 0.01%
3,412,945
+153,240
1000
$124M 0.01%
1,025,718
+282,492
38 39
40
41 42