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
1076
$111M 0.01%
6,025,247
+1,703,400
1077
$110M 0.01%
2,079,812
-168,296
1078
$110M 0.01%
563,437
+70,644
1079
$109M 0.01%
780,604
+30,085
1080
$109M 0.01%
+4,061,111
1081
$109M 0.01%
8,034,524
+1,897,659
1082
$109M 0.01%
13,475,009
+7,821,973
1083
$109M 0.01%
10,054,398
+647,237
1084
$109M 0.01%
591,541
-343,497
1085
$109M 0.01%
754,392
-48,877
1086
$108M 0.01%
2,564,441
+134,123
1087
$108M 0.01%
1,492,400
-21,763
1088
$108M 0.01%
1,270,182
-2,341,389
1089
$107M 0.01%
3,678,416
+292,280
1090
$107M 0.01%
14,544,033
+6,227,738
1091
$107M 0.01%
5,512,300
+830,000
1092
$107M 0.01%
4,055,148
+1,585,839
1093
$107M 0.01%
569,061
+20,372
1094
$106M 0.01%
2,209,246
-255,743
1095
$106M 0.01%
3,871,677
+618,290
1096
$106M 0.01%
+3,736,310
1097
$105M 0.01%
800,521
+294,831
1098
$105M 0.01%
3,859,835
-753,919
1099
$105M 0.01%
8,427,555
+153,569
1100
$105M 0.01%
559,943
-361,534
42 43
44
45 46