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
$1.35T
AUM Growth
+$93.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,307
New
Increased
Reduced
Closed

Top Buys

1
+$2.55B
2
+$1.3B
3
+$1.13B
4
GFS icon
GlobalFoundries
GFS
+$1.11B
5
AMD icon
Advanced Micro Devices
AMD
+$982M

Top Sells

1
+$4.98B
2
+$2.5B
3
+$2.05B
4
DIS icon
Walt Disney
DIS
+$1.61B
5
TMUS icon
T-Mobile US
TMUS
+$1.07B

Sector Composition

1 Technology 29.13%
2 Healthcare 13.26%
3 Consumer Discretionary 12.9%
4 Financials 11.09%
5 Communication Services 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$65.7M ﹤0.01%
7,401,171
+1,829,005
1302
$65.6M ﹤0.01%
1,263,249
-93,707
1303
$65.5M ﹤0.01%
2,396,091
1304
$65.4M ﹤0.01%
1,264,328
-16,975
1305
$65.1M ﹤0.01%
2,457,159
-97,150
1306
$65M ﹤0.01%
454,136
-65,922
1307
$65M ﹤0.01%
2,254,020
-474,091
1308
$64.8M ﹤0.01%
9,421,995
+27,580
1309
$64.8M ﹤0.01%
1,085,393
+16,573
1310
$64.7M ﹤0.01%
1,356,090
+53,985
1311
$64.1M ﹤0.01%
1,797,296
-120,353
1312
$64.1M ﹤0.01%
625,307
+54,444
1313
$64.1M ﹤0.01%
714,158
-1,176,742
1314
$64.1M ﹤0.01%
1,330,105
-14,007
1315
$63.9M ﹤0.01%
9,375,941
+25,152
1316
$63.8M ﹤0.01%
2,625,990
+277,344
1317
$63.7M ﹤0.01%
3,021,313
+237,537
1318
$63.4M ﹤0.01%
3,066,974
+1,025,508
1319
$62.8M ﹤0.01%
9,811,363
-6,372,915
1320
$62.8M ﹤0.01%
383,919
+369,278
1321
$62.7M ﹤0.01%
1,027,498
-611,896
1322
$62.5M ﹤0.01%
14,815,182
+2,770,061
1323
$62.4M ﹤0.01%
1,777,115
-9,415
1324
$62.3M ﹤0.01%
2,632,494
-127,125
1325
$62.3M ﹤0.01%
1,553,049
-3,172,712
51 52
53
54 55