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
$1.17T
AUM Growth
+$46.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,894
New
Increased
Reduced
Closed

Top Buys

1
+$1.36B
2
+$1.34B
3
+$1.33B
4
BA icon
Boeing
BA
+$1.3B
5
BAC icon
Bank of America
BAC
+$1.28B

Top Sells

1
+$3.07B
2
+$1.76B
3
+$1.66B
4
ADBE icon
Adobe
ADBE
+$1.47B
5
V icon
Visa
V
+$1.38B

Sector Composition

1 Technology 25.5%
2 Healthcare 14.03%
3 Consumer Discretionary 13.87%
4 Financials 12.28%
5 Communication Services 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$57.4M ﹤0.01%
2,263,540
-187,294
1327
$57.3M ﹤0.01%
1,969,703
-598,199
1328
$57.2M ﹤0.01%
1,618,687
+4,001
1329
$57.1M ﹤0.01%
240,301
+157,326
1330
$57M ﹤0.01%
2,813,488
-713,141
1331
$56.7M ﹤0.01%
574,166
+571,484
1332
$56.6M ﹤0.01%
1,919,020
+622,548
1333
$56.3M ﹤0.01%
410,400
+50,805
1334
$56.2M ﹤0.01%
3,732,864
+844,970
1335
$56.1M ﹤0.01%
1,063,624
+304
1336
$56.1M ﹤0.01%
1,169,764
+285,907
1337
$56.1M ﹤0.01%
298,277
+1,687
1338
$56.1M ﹤0.01%
+2,706,870
1339
$56M ﹤0.01%
375,106
-347,532
1340
$55.9M ﹤0.01%
7,545,995
+4,497,497
1341
$55.9M ﹤0.01%
1,239,305
+474,973
1342
$55.9M ﹤0.01%
1,287,571
-306,784
1343
$55.4M ﹤0.01%
3,012,633
+2,112,633
1344
$55.3M ﹤0.01%
3,087,244
+461,692
1345
$55.2M ﹤0.01%
841,601
-629,598
1346
$55M ﹤0.01%
432,887
-131,674
1347
$54.9M ﹤0.01%
5,370,719
-169,586
1348
$54.8M ﹤0.01%
2,103,582
1349
$54.6M ﹤0.01%
3,242,852
+2,255,020
1350
$54.6M ﹤0.01%
720,200
+540,134
52 53
54
55 56