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
1126
$50.9M 0.01%
686,645
-59,738
1127
$50.8M 0.01%
6,771,313
+433,952
1128
$50.6M 0.01%
97,717
+678
1129
$50.6M 0.01%
4,910,430
-131,934
1130
$50.5M 0.01%
1,117,803
-76,411
1131
$50.5M 0.01%
993,516
-62,146
1132
$50.5M 0.01%
1,689,417
+136,031
1133
$50.5M 0.01%
2,862,654
+1,064,125
1134
$50.5M 0.01%
3,259,784
+2,675,580
1135
$50.3M 0.01%
1,398,724
+47,691
1136
$50.3M 0.01%
2,936,463
+1,802,072
1137
$50.2M 0.01%
1,100,120
+8,960
1138
$50.2M 0.01%
2,099,221
-11,260
1139
$50M 0.01%
1,419,763
+129,704
1140
$50M 0.01%
7,478,596
-3,200
1141
$50M 0.01%
2,260,273
1142
$49.7M 0.01%
734,605
+107,909
1143
$49.6M 0.01%
496,124
+89,936
1144
$49.2M 0.01%
1,296,887
+76,840
1145
$49M 0.01%
1,340,663
+804,884
1146
$48.8M 0.01%
4,178,370
-432,616
1147
$48.8M 0.01%
1,630,405
-1,760
1148
$48.6M 0.01%
611,701
+49,028
1149
$48.6M 0.01%
1,490,129
-673,041
1150
$48.4M 0.01%
1,065,449
-135,696
44 45
46
47 48