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
1101
$105M 0.01%
718,298
+56,175
1102
$104M 0.01%
7,436,229
+7,191,428
1103
$104M 0.01%
1,144,831
-101,528
1104
$104M 0.01%
3,906,327
+1,377,815
1105
$103M 0.01%
5,395,370
+189,714
1106
$103M 0.01%
3,689,539
-12,671,491
1107
$103M 0.01%
865,424
-8,478
1108
$103M 0.01%
2,733,580
-770,064
1109
$102M 0.01%
1,053,703
+990
1110
$102M 0.01%
8,170,459
-6,540,606
1111
$102M 0.01%
727,556
-5,708
1112
$102M 0.01%
1,233,225
+348,112
1113
$102M 0.01%
5,613,898
+1,128,969
1114
$101M 0.01%
1,721,690
+339,924
1115
$101M 0.01%
637,797
+220,526
1116
$100M 0.01%
6,962,032
+7,556
1117
$100M 0.01%
21,953,176
+1,059,449
1118
$99.8M 0.01%
9,548,717
-5,847,630
1119
$98.8M 0.01%
3,494,773
+878,003
1120
$98.8M 0.01%
2,956,530
-671,678
1121
$98.8M 0.01%
8,720,706
-518,626
1122
$98.8M 0.01%
322,077
-27,349
1123
$98.8M 0.01%
2,702,313
-2,830
1124
$98.8M 0.01%
1,960,596
+124,391
1125
$98.4M 0.01%
4,321,248
-74,800
43 44
45
46 47