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
1276
$37.6M 0.01%
587,411
-426,935
1277
$37.6M 0.01%
789,935
-43,763
1278
$37.5M 0.01%
3,215,225
-634,200
1279
$37.4M 0.01%
2,558,196
+176,900
1280
$37.3M 0.01%
542,615
-46,393
1281
$37.2M 0.01%
841,098
+393,942
1282
$37.1M 0.01%
605,399
-958,531
1283
$37.1M 0.01%
3,933,351
-290
1284
$37M 0.01%
1,316,085
+464,210
1285
$36.9M 0.01%
3,770,069
+97,471
1286
$36.9M 0.01%
1,402,200
+3,300
1287
$36.8M 0.01%
2,911,679
+7,700
1288
$36.7M 0.01%
2,073,823
-1,568,835
1289
$36.7M 0.01%
1,356,837
+374,195
1290
$36.6M 0.01%
823,844
-109,034
1291
$36.6M 0.01%
1,628,871
-350,699
1292
$36.6M 0.01%
1,353,122
-65,200
1293
$36.6M 0.01%
2,359,485
-50,536
1294
$36.5M 0.01%
734,509
+99,511
1295
$36.5M 0.01%
1,585,184
+436,074
1296
$36.4M 0.01%
907,452
+484,977
1297
$36.4M 0.01%
1,695,666
-348,162
1298
$36.4M 0.01%
3,214,100
+190,000
1299
$36.4M 0.01%
350,051
-1,019,628
1300
$36.1M ﹤0.01%
1,052,908
-380
50 51
52
53 54