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
1126
$69.2M 0.01%
3,431,895
-194,332
1127
$69.1M 0.01%
6,916,851
+3,153,804
1128
$68.9M 0.01%
3,103,655
-3,481,708
1129
$68.6M 0.01%
6,960,908
+600,360
1130
$67.8M 0.01%
863,938
+97,851
1131
$67.7M 0.01%
1,313,502
+63,805
1132
$67.4M 0.01%
5,113,296
+474,505
1133
$67.2M 0.01%
2,652,071
-3,578,723
1134
$67M 0.01%
4,856,360
-2,861,699
1135
$66.9M 0.01%
3,207,564
-179,593
1136
$66.6M 0.01%
1,527,828
+1,404,045
1137
$66.5M 0.01%
2,953,858
+293,910
1138
$66.2M 0.01%
1,254,365
+6,421
1139
$66.2M 0.01%
1,081,134
-127,764
1140
$66M 0.01%
2,009,428
+759,428
1141
$65.9M 0.01%
1,950,163
-1,748,454
1142
$65.9M 0.01%
574,990
-5,502
1143
$65.4M 0.01%
712,334
-273,156
1144
$65.1M 0.01%
3,109,301
-33,295
1145
$65M 0.01%
1,517,431
-1,890,168
1146
$65M 0.01%
680,516
+48,125
1147
$64.4M 0.01%
2,134,653
+211,210
1148
$64.3M 0.01%
308,965
-2,621
1149
$64.3M 0.01%
2,961,153
-419,701
1150
$64.3M 0.01%
440,380
+91,337
44 45
46
47 48