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
$1.57T
AUM Growth
-$109B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.9B
2
+$2.17B
3
+$2.13B
4
BABA icon
Alibaba
BABA
+$2.05B
5
GILD icon
Gilead Sciences
GILD
+$2.04B

Top Sells

1
+$4.21B
2
+$3.09B
3
+$3.01B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02B
5
LLY icon
Eli Lilly
LLY
+$1.71B

Sector Composition

1 Technology 27.89%
2 Financials 13.61%
3 Communication Services 11.77%
4 Consumer Discretionary 10.94%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$57M ﹤0.01%
984,363
+296,151
1302
$56.8M ﹤0.01%
2,279,914
-1,032,047
1303
$56.7M ﹤0.01%
33,753,468
+263,250
1304
$56.5M ﹤0.01%
2,589,549
-39,924
1305
$56.5M ﹤0.01%
1,106,068
-8,148
1306
$56.2M ﹤0.01%
47,560
+825
1307
$56.2M ﹤0.01%
7,630,103
+168,551
1308
$56M ﹤0.01%
640,712
-217,322
1309
$56M ﹤0.01%
1,361,265
+47,341
1310
$55.8M ﹤0.01%
833,926
-28,159
1311
$55.4M ﹤0.01%
996,140
-1,134,809
1312
$55M ﹤0.01%
5,486,468
1313
$55M ﹤0.01%
3,826,194
+174,600
1314
$54.8M ﹤0.01%
649,543
+169,563
1315
$54.7M ﹤0.01%
2,863,530
+457,100
1316
$54.7M ﹤0.01%
172,787
+36,094
1317
$54.4M ﹤0.01%
1,956,302
-8,036
1318
$54.3M ﹤0.01%
5,195,294
-2,801,637
1319
$54.3M ﹤0.01%
6,231,104
-2,196,451
1320
$54.1M ﹤0.01%
3,868,326
+3,865,079
1321
$54M ﹤0.01%
5,121,192
+95,003
1322
$53.8M ﹤0.01%
632,984
+78,417
1323
$53.6M ﹤0.01%
249,832
-7,865
1324
$53.6M ﹤0.01%
843,256
+46,509
1325
$53.4M ﹤0.01%
44,450
+26,000
51 52
53
54 55