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
1176
$61.5M 0.01%
15,898,729
-745,336
1177
$61.5M 0.01%
784,846
-313,687
1178
$61.4M 0.01%
1,231,216
-17,136
1179
$61.3M 0.01%
1,108,481
-160,640
1180
$61.2M 0.01%
273,213
-16,092
1181
$61M 0.01%
2,427,522
+766,639
1182
$60.2M 0.01%
1,205,792
-276,611
1183
$60.1M 0.01%
674,834
+19,842
1184
$59.9M 0.01%
699,593
-934,502
1185
$59.4M 0.01%
3,006,882
-279,913
1186
$58.9M 0.01%
2,323,383
-78,731
1187
$58.9M 0.01%
2,985,611
-1,956,876
1188
$58.8M 0.01%
5,780,259
+210,342
1189
$58.7M 0.01%
582,746
-2,742
1190
$58.6M 0.01%
1,486,655
-29,939
1191
$58M 0.01%
239,609
-3,618
1192
$57.6M 0.01%
517,374
+45,363
1193
$57.6M 0.01%
624,859
-10,627
1194
$56.9M ﹤0.01%
1,450,745
+23,545
1195
$56.8M ﹤0.01%
8,005,654
+291,156
1196
$56.7M ﹤0.01%
535,531
-85,481
1197
$56.7M ﹤0.01%
1,350,134
-624,252
1198
$56.4M ﹤0.01%
+2,023,755
1199
$56.4M ﹤0.01%
1,722,707
+18,872
1200
$56.2M ﹤0.01%
3,620,834
-473,823
46 47
48
49 50