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
$730B
AUM Growth
-$159B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,552
New
Increased
Reduced
Closed

Top Buys

1
+$1.29B
2
+$1.25B
3
+$931M
4
GE icon
GE Aerospace
GE
+$868M
5
PG icon
Procter & Gamble
PG
+$816M

Top Sells

1
+$1.84B
2
+$1.63B
3
+$1.21B
4
META icon
Meta Platforms (Facebook)
META
+$1.08B
5
C icon
Citigroup
C
+$963M

Sector Composition

1 Technology 18.92%
2 Healthcare 16.33%
3 Financials 15.58%
4 Consumer Discretionary 10.95%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$67.8M 0.01%
3,673,682
+2,450,078
1027
$67.6M 0.01%
1,486,917
-47,483
1028
$67.5M 0.01%
1,467,741
-1,814,093
1029
$67.5M 0.01%
806,392
-58,856
1030
$67.2M 0.01%
284,923
+31,885
1031
$67.2M 0.01%
3,151,884
-744,507
1032
$67.2M 0.01%
5,864,506
-17,497,748
1033
$66.7M 0.01%
527,152
+30,788
1034
$66.7M 0.01%
1,940,617
-625,068
1035
$66.5M 0.01%
1,868,567
-110,069
1036
$66.4M 0.01%
554,641
+24,320
1037
$66.3M 0.01%
1,792,789
-504,836
1038
$66.2M 0.01%
709,183
-98,871
1039
$66.1M 0.01%
4,528,893
+260,455
1040
$66M 0.01%
733,726
-708,759
1041
$65.8M 0.01%
1,567,262
-38,600
1042
$65.6M 0.01%
897,442
-99,810
1043
$65.1M 0.01%
1,090,237
-665,356
1044
$65.1M 0.01%
3,153,218
+659,289
1045
$65M 0.01%
1,268,586
-205,055
1046
$64.9M 0.01%
1,294,908
+3
1047
$64.9M 0.01%
541,947
+165,286
1048
$64.8M 0.01%
2,184,294
+232,030
1049
$64.2M 0.01%
1,802,914
-105,738
1050
$64.1M 0.01%
6,411,731
-538,057
40 41
42
43 44