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
$1.57T
AUM Growth
-$109B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.9B
2
+$2.17B
3
+$2.13B
4
BABA icon
Alibaba
BABA
+$2.05B
5
GILD icon
Gilead Sciences
GILD
+$2.04B

Top Sells

1
+$4.21B
2
+$3.09B
3
+$3.01B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02B
5
LLY icon
Eli Lilly
LLY
+$1.71B

Sector Composition

1 Technology 27.89%
2 Financials 13.61%
3 Communication Services 11.77%
4 Consumer Discretionary 10.94%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$42.9M ﹤0.01%
552,466
+138,718
1402
$42.7M ﹤0.01%
1,870,393
+251,273
1403
$42.2M ﹤0.01%
3,315,082
-1,786,001
1404
$42.2M ﹤0.01%
1,792,375
+1,647,892
1405
$42.1M ﹤0.01%
2,906,458
+99
1406
$41.8M ﹤0.01%
642,242
+30,380
1407
$41.8M ﹤0.01%
5,267,167
+143
1408
$41.7M ﹤0.01%
639,199
-90,837
1409
$41.6M ﹤0.01%
761,276
+133,477
1410
$41.5M ﹤0.01%
1,889,524
+295,883
1411
$41.4M ﹤0.01%
696,614
+214,448
1412
$41.4M ﹤0.01%
1,258,704
+170,582
1413
$41.1M ﹤0.01%
1,111,899
+1,075,662
1414
$41M ﹤0.01%
1,021,599
-118,365
1415
$40.8M ﹤0.01%
1,009,127
+970,403
1416
$40.7M ﹤0.01%
228,600
-331,343
1417
$40.7M ﹤0.01%
1,032,474
+142,775
1418
$40.6M ﹤0.01%
1,315,822
+53,742
1419
$40.3M ﹤0.01%
420,812
+27,990
1420
$40.3M ﹤0.01%
507,662
-99,654
1421
$40.2M ﹤0.01%
767,513
+711,490
1422
$40.2M ﹤0.01%
1,530,490
+859,974
1423
$40.1M ﹤0.01%
748,395
-4,632,754
1424
$40.1M ﹤0.01%
1,808,664
-2,512,584
1425
$40M ﹤0.01%
7,085,316
+3,161,717
55 56
57
58 59