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
1351
$54.5M ﹤0.01%
871,101
+12,348
1352
$54.4M ﹤0.01%
470,766
+408,540
1353
$54.4M ﹤0.01%
349,272
-483,064
1354
$54.4M ﹤0.01%
1,502,634
-10,814
1355
$54.3M ﹤0.01%
852,791
+23,895
1356
$54.2M ﹤0.01%
4,816,439
-2,022,550
1357
$54.1M ﹤0.01%
+3,107,005
1358
$54.1M ﹤0.01%
1,139,442
-251,729
1359
$54M ﹤0.01%
1,486,663
+509,043
1360
$53.8M ﹤0.01%
8,070,338
-1,936,657
1361
$53.6M ﹤0.01%
1,067,249
-282,399
1362
$53.5M ﹤0.01%
351,116
+227,870
1363
$53.4M ﹤0.01%
642,767
-547,712
1364
$53.4M ﹤0.01%
9,102,838
+804,738
1365
$53.4M ﹤0.01%
342,120
+74,999
1366
$53M ﹤0.01%
1,541,017
+122,152
1367
$52.9M ﹤0.01%
1,316,230
-363,678
1368
$52.8M ﹤0.01%
1,295,347
+139,600
1369
$52.7M ﹤0.01%
679,764
+404,311
1370
$52.5M ﹤0.01%
757,946
-626,782
1371
$52.5M ﹤0.01%
601,975
-2,573,367
1372
$52.2M ﹤0.01%
+1,584,889
1373
$52.1M ﹤0.01%
297,398
-5,677
1374
$51.8M ﹤0.01%
632,206
-370,376
1375
$51.8M ﹤0.01%
993,154
-717,805
53 54
55
56 57