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
$1.68T
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,956
New
Increased
Reduced
Closed

Top Buys

1
+$4.18B
2
+$4.01B
3
+$1.97B
4
APP icon
Applovin
APP
+$1.93B
5
BA icon
Boeing
BA
+$1.5B

Top Sells

1
+$5.95B
2
+$5.56B
3
+$3.37B
4
LLY icon
Eli Lilly
LLY
+$1.93B
5
AMD icon
Advanced Micro Devices
AMD
+$1.6B

Sector Composition

1 Technology 31.3%
2 Financials 12.11%
3 Communication Services 12%
4 Consumer Discretionary 11.22%
5 Healthcare 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$52.8M ﹤0.01%
437,003
+94,395
1352
$52.6M ﹤0.01%
525,789
+41,642
1353
$52.6M ﹤0.01%
2,278,405
+45,060
1354
$52.6M ﹤0.01%
854,326
+7,675
1355
$52.5M ﹤0.01%
1,272,929
+1,171,947
1356
$52.3M ﹤0.01%
650,778
-272,340
1357
$52.1M ﹤0.01%
981,966
+164,696
1358
$52.1M ﹤0.01%
1,411,121
-162,657
1359
$52M ﹤0.01%
471,358
+1,182
1360
$51.9M ﹤0.01%
6,605,638
+218,659
1361
$51.9M ﹤0.01%
755,308
-281,391
1362
$51.6M ﹤0.01%
1,919,858
+1,029,916
1363
$51.4M ﹤0.01%
2,724,826
-5,069
1364
$51.4M ﹤0.01%
2,491,123
+82,923
1365
$51.4M ﹤0.01%
295,275
-477,391
1366
$51.2M ﹤0.01%
3,076,931
+457,823
1367
$51.1M ﹤0.01%
3,876,598
-22,883
1368
$50.7M ﹤0.01%
14,332,783
-646,273
1369
$50.7M ﹤0.01%
+2,048,874
1370
$50.6M ﹤0.01%
23,771,995
-6,254,961
1371
$50.5M ﹤0.01%
2,188,139
+1,264,617
1372
$50.5M ﹤0.01%
865,035
-46,373
1373
$50.5M ﹤0.01%
1,403,660
+60,196
1374
$50.4M ﹤0.01%
2,395,053
+2,315,738
1375
$50.4M ﹤0.01%
4,476,482
+144,253
53 54
55
56 57