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
1151
$91.4M 0.01%
742,305
-93,576
1152
$91.3M 0.01%
2,098,813
+971,673
1153
$91.2M 0.01%
1,609,402
-519,287
1154
$91M 0.01%
2,515,060
-1,980,342
1155
$90.9M 0.01%
14,339,899
-1,260,101
1156
$90.7M 0.01%
3,279,104
-385,996
1157
$90.7M 0.01%
532,739
-225,654
1158
$90.5M 0.01%
2,945,426
+892,728
1159
$90M 0.01%
3,718,673
+1,625,723
1160
$90M 0.01%
1,593,068
+50,892
1161
$89.7M 0.01%
5,872,015
+234,727
1162
$89.5M 0.01%
887,984
-4,957
1163
$89.2M 0.01%
790,526
-159,161
1164
$89M 0.01%
474,882
+267,073
1165
$88.8M 0.01%
1,750,855
-27,680
1166
$88.5M 0.01%
8,390,895
+334,892
1167
$88.2M 0.01%
4,055,878
-1,061,838
1168
$88.1M 0.01%
18,022,689
+399,729
1169
$87.8M 0.01%
5,543,308
+644,174
1170
$87.7M 0.01%
2,966,513
+899,719
1171
$87.7M 0.01%
4,005,401
+330,556
1172
$87.6M 0.01%
5,026,189
+4,617,221
1173
$87.5M 0.01%
2,223,293
-152,873
1174
$87.4M 0.01%
4,392,658
+255,133
1175
$86.8M 0.01%
6,529,644
+97,637
45 46
47
48 49