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
1151
$48.4M 0.01%
1,092,344
-30,456
1152
$48.3M 0.01%
2,050,449
-316,166
1153
$48.3M 0.01%
3,753,594
-237,699
1154
$47.7M 0.01%
256,811
+67,055
1155
$47.7M 0.01%
743,427
-287,541
1156
$47.7M 0.01%
757,145
+1,612
1157
$47.7M 0.01%
2,407,884
-283,691
1158
$47.6M 0.01%
528,982
-250,986
1159
$47.6M 0.01%
2,590,185
+1,265,885
1160
$47.6M 0.01%
1,988,998
-12,000
1161
$47.5M 0.01%
846,640
+115
1162
$47.4M 0.01%
1,595,889
+153,496
1163
$47.4M 0.01%
1,499,399
+998,147
1164
$47.4M 0.01%
2,405,682
+424,788
1165
$47.2M 0.01%
1,614,989
-2,819,445
1166
$47.2M 0.01%
117,264
-13,426
1167
$47.2M 0.01%
3,451,232
+223,493
1168
$47.1M 0.01%
870,718
+39,008
1169
$47M 0.01%
2,849,232
-88,501
1170
$46.7M 0.01%
801,756
+185,843
1171
$46.6M 0.01%
2,415,407
+369,514
1172
$46.6M 0.01%
2,643,077
-2,675,719
1173
$46.2M 0.01%
265,865
+189,027
1174
$46.1M 0.01%
1,586,439
-1,266,292
1175
$46.1M 0.01%
913,293
-95,254
45 46
47
48 49