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
1176
$86.7M 0.01%
4,284,495
+2,939,504
1177
$85M 0.01%
625,051
-7,496
1178
$85M 0.01%
858,034
+585,201
1179
$84.8M 0.01%
2,446,002
+764,303
1180
$84.6M 0.01%
1,000,446
-87,641
1181
$84.5M 0.01%
646,894
+356,428
1182
$84.4M 0.01%
296,971
+79,025
1183
$84.2M 0.01%
692,866
-542,876
1184
$83.2M 0.01%
1,162,014
-435,414
1185
$83.1M 0.01%
7,838,577
+89,421
1186
$83M 0.01%
4,187,393
-6,300,636
1187
$82.5M ﹤0.01%
2,082,723
+2,016,746
1188
$82.3M ﹤0.01%
3,317,294
-894,223
1189
$82.2M ﹤0.01%
180,366
-1,412
1190
$82M ﹤0.01%
1,060,345
+82,396
1191
$82M ﹤0.01%
1,594,580
+307,340
1192
$81.8M ﹤0.01%
4,262,180
+256,932
1193
$81.7M ﹤0.01%
1,133,599
-289,634
1194
$81.2M ﹤0.01%
607,316
-159,978
1195
$81M ﹤0.01%
3,813,785
+575,340
1196
$80.7M ﹤0.01%
738,730
+8,099
1197
$80.7M ﹤0.01%
1,092,296
-25,516
1198
$80.7M ﹤0.01%
4,125,934
-4,777,246
1199
$80.4M ﹤0.01%
1,778,237
+382,093
1200
$80.1M ﹤0.01%
978,881
+384,221
46 47
48
49 50