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
1426
$43.6M ﹤0.01%
2,406,430
+891,811
1427
$43.6M ﹤0.01%
187,333
+11,018
1428
$43.4M ﹤0.01%
2,423,213
-428,617
1429
$43.3M ﹤0.01%
348,049
-5,592
1430
$43.2M ﹤0.01%
3,107,970
-264,880
1431
$43.2M ﹤0.01%
1,264,024
+1,247,612
1432
$43M ﹤0.01%
+2,373,279
1433
$42.9M ﹤0.01%
475,405
+87,331
1434
$42.9M ﹤0.01%
462,854
+5,216
1435
$42.4M ﹤0.01%
1,593,104
+40,943
1436
$42.1M ﹤0.01%
2,125,995
-329,710
1437
$41.6M ﹤0.01%
3,919,216
-305,484
1438
$41.6M ﹤0.01%
66,936
+2,563
1439
$41.6M ﹤0.01%
2,455,054
-250,694
1440
$41.6M ﹤0.01%
1,492,927
+424,261
1441
$41.5M ﹤0.01%
554,567
-9,397
1442
$41.4M ﹤0.01%
1,619,120
-254,500
1443
$41.2M ﹤0.01%
320,479
-36,349
1444
$41.2M ﹤0.01%
4,211,913
+692,110
1445
$41.2M ﹤0.01%
12,306,149
-2,662,611
1446
$41.2M ﹤0.01%
1,896,999
+1,242,928
1447
$41M ﹤0.01%
1,373,093
+598,563
1448
$40.9M ﹤0.01%
1,358,478
+777,876
1449
$40.5M ﹤0.01%
1,501,482
+1,475,762
1450
$40.5M ﹤0.01%
2,549,645
+943,545
56 57
58
59 60