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
1051
$83.1M 0.01%
1,098,118
-15,317
1052
$83M 0.01%
3,910,978
+3,090,086
1053
$82M 0.01%
4,726,759
-6,690,070
1054
$81.8M 0.01%
10,689,532
+6,129,935
1055
$81.3M 0.01%
497,902
+5,621
1056
$81.2M 0.01%
2,788,541
-62,971
1057
$80.4M 0.01%
8,832,913
+17,754
1058
$80.3M 0.01%
5,913,865
+105,924
1059
$80.3M 0.01%
851,847
-763,810
1060
$80.2M 0.01%
1,679,467
+11,195
1061
$80.2M 0.01%
1,590,335
+352,600
1062
$79.8M 0.01%
5,860,962
-93,820
1063
$79.7M 0.01%
25,143,931
+225,976
1064
$79.6M 0.01%
595,246
-101,636
1065
$79.5M 0.01%
646,827
+157,443
1066
$79.5M 0.01%
1,035,772
-140,019
1067
$79.4M 0.01%
+5,624,353
1068
$79.3M 0.01%
2,047,300
+316,884
1069
$79.3M 0.01%
466,185
-17,367
1070
$79.2M 0.01%
1,090,671
-107,455
1071
$79.2M 0.01%
2,349,521
+194,937
1072
$79.1M 0.01%
5,424,750
1073
$79M 0.01%
517,735
+10,946
1074
$78.9M 0.01%
12,172,045
+4,481,420
1075
$78.8M 0.01%
1,219,813
-1,941,478
41 42
43
44 45