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
1401
$46.5M ﹤0.01%
1,111,400
-2,152
1402
$46.5M ﹤0.01%
1,251,396
+140,191
1403
$46.5M ﹤0.01%
390,797
+264,674
1404
$46.3M ﹤0.01%
807,164
+18,305
1405
$46.3M ﹤0.01%
6,027,541
+6,005,520
1406
$46.2M ﹤0.01%
517,888
-750,536
1407
$46.1M ﹤0.01%
136,693
+6,975
1408
$46M ﹤0.01%
7,404,580
+1,304,680
1409
$45.9M ﹤0.01%
839,865
+4,203
1410
$45.9M ﹤0.01%
3,517,989
+71,860
1411
$45.9M ﹤0.01%
1,652,968
+174,588
1412
$45.8M ﹤0.01%
2,882,438
+269,900
1413
$45.3M ﹤0.01%
1,066,500
+1,055,768
1414
$45.2M ﹤0.01%
578,967
+140,818
1415
$45.1M ﹤0.01%
26,110
+18,366
1416
$44.8M ﹤0.01%
3,386,288
+477,370
1417
$44.8M ﹤0.01%
404,363
+398,867
1418
$44.8M ﹤0.01%
617,053
+151,205
1419
$44.6M ﹤0.01%
1,438,774
+1,408,373
1420
$44.5M ﹤0.01%
1,621,595
-198,727
1421
$44.4M ﹤0.01%
2,235,762
-418,092
1422
$44.2M ﹤0.01%
259,078
+53,665
1423
$43.9M ﹤0.01%
1,594,809
-4,103
1424
$43.8M ﹤0.01%
12,097,429
+728,000
1425
$43.6M ﹤0.01%
892,485
+332,889
55 56
57
58 59