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
1001
$130M 0.01%
16,599,279
+16,486,326
1002
$130M 0.01%
2,059,222
-47,691
1003
$130M 0.01%
2,613,611
+1,899,981
1004
$130M 0.01%
650,599
+377,835
1005
$129M 0.01%
16,569,256
+8,249,845
1006
$129M 0.01%
3,053,126
+267,842
1007
$129M 0.01%
2,556,432
-1,495,325
1008
$128M 0.01%
1,317,458
-35,954
1009
$128M 0.01%
3,271,837
-2,072,559
1010
$128M 0.01%
1,318,599
+90,725
1011
$128M 0.01%
+4,950,549
1012
$128M 0.01%
4,795,435
-1,802,989
1013
$127M 0.01%
1,970,455
-407,666
1014
$127M 0.01%
1,982,805
-3,676,152
1015
$127M 0.01%
7,503,742
+2,812,151
1016
$126M 0.01%
805,571
+24,052
1017
$126M 0.01%
1,690,417
-169,121
1018
$126M 0.01%
2,889,943
+443,858
1019
$126M 0.01%
1,328,459
-105,006
1020
$126M 0.01%
638,691
-184,510
1021
$126M 0.01%
1,063,681
-11,292
1022
$126M 0.01%
1,213,449
+11,345
1023
$125M 0.01%
1,447,831
+8
1024
$125M 0.01%
3,218,019
-53,368
1025
$125M 0.01%
3,114,569
-485,706
39 40
41
42 43