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
$1.57T
AUM Growth
-$109B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.9B
2
+$2.17B
3
+$2.13B
4
BABA icon
Alibaba
BABA
+$2.05B
5
GILD icon
Gilead Sciences
GILD
+$2.04B

Top Sells

1
+$4.21B
2
+$3.09B
3
+$3.01B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02B
5
LLY icon
Eli Lilly
LLY
+$1.71B

Sector Composition

1 Technology 27.89%
2 Financials 13.61%
3 Communication Services 11.77%
4 Consumer Discretionary 10.94%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$91.3M 0.01%
5,327,588
+835,212
1127
$90.9M 0.01%
2,324,478
-409,102
1128
$90.7M 0.01%
2,044,194
+83,598
1129
$90.6M 0.01%
1,496,798
+433,468
1130
$90.1M 0.01%
667,700
-647,380
1131
$90.1M 0.01%
1,205,835
-601,992
1132
$89.8M 0.01%
623,845
+166,716
1133
$89.4M 0.01%
1,688,375
+1,575,266
1134
$89.1M 0.01%
50,599,225
+5,313,653
1135
$88.8M 0.01%
14,321,190
-206,419
1136
$88.8M 0.01%
1,244,923
+49,188
1137
$88.3M 0.01%
2,392,517
-555,082
1138
$88.1M 0.01%
1,017,777
-411,395
1139
$87.9M 0.01%
3,516,346
+559,816
1140
$87.6M 0.01%
1,913,508
+907,610
1141
$87.6M 0.01%
635,097
-2,700
1142
$87.4M 0.01%
6,797,998
-1,587,905
1143
$87.1M 0.01%
2,267,705
+1,129,102
1144
$86.7M 0.01%
9,454,706
-650,311
1145
$86.7M 0.01%
3,285,849
-95,447
1146
$86.6M 0.01%
2,478,014
+280,728
1147
$86.5M 0.01%
757,233
-363,343
1148
$86.4M 0.01%
+1,029,300
1149
$86.4M 0.01%
9,893,139
-3,561,295
1150
$86.3M 0.01%
2,133,847
-58,251
44 45
46
47 48