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
$1.16T
AUM Growth
-$35.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,740
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$1.82B
3
+$1.58B
4
KVUE icon
Kenvue
KVUE
+$1.52B
5
META icon
Meta Platforms (Facebook)
META
+$1.5B

Top Sells

1
+$1.5B
2
+$1.08B
3
+$1.04B
4
AMD icon
Advanced Micro Devices
AMD
+$983M
5
PGR icon
Progressive
PGR
+$811M

Sector Composition

1 Technology 28.71%
2 Healthcare 13.33%
3 Consumer Discretionary 10.49%
4 Financials 10.47%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$34.2M ﹤0.01%
923,730
+60,018
1377
$34.2M ﹤0.01%
+991,389
1378
$34.1M ﹤0.01%
2,949,218
+386,413
1379
$33.9M ﹤0.01%
902,980
-844,766
1380
$33.8M ﹤0.01%
2,778,232
+468,611
1381
$33.5M ﹤0.01%
389,831
+7,738
1382
$33.4M ﹤0.01%
350,220
+49,212
1383
$33.4M ﹤0.01%
2,054,884
-236,681
1384
$33.3M ﹤0.01%
4,674,743
+2,067,175
1385
$33.2M ﹤0.01%
2,502,892
-444
1386
$33.2M ﹤0.01%
4,400,312
-2,920,870
1387
$33.1M ﹤0.01%
889,431
+867,448
1388
$32.9M ﹤0.01%
163,892
-1,569
1389
$32.9M ﹤0.01%
246,068
-117,776
1390
$32.8M ﹤0.01%
29,468
-1,200
1391
$32.7M ﹤0.01%
1,782,590
+422,576
1392
$32.7M ﹤0.01%
1,707,330
+894,367
1393
$32.7M ﹤0.01%
5,215,856
+354,161
1394
$32.6M ﹤0.01%
2,087,700
-4,730,029
1395
$32.5M ﹤0.01%
2,461,876
-917,754
1396
$32.5M ﹤0.01%
709,975
-634,624
1397
$32.5M ﹤0.01%
3,235,469
-890,996
1398
$32.5M ﹤0.01%
7,709,046
-2,722,164
1399
$32.2M ﹤0.01%
21,891
-1,683
1400
$32.2M ﹤0.01%
306,175
+31,494
54 55
56
57 58