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
126
$1.65B 0.14%
6,038,207
+781,111
127
$1.63B 0.14%
5,972,582
+144,208
128
$1.59B 0.14%
2,187,403
-61,217
129
$1.58B 0.14%
27,171,516
+282,709
130
$1.58B 0.14%
10,504,235
-544,627
131
$1.56B 0.13%
614,544
-307,903
132
$1.54B 0.13%
9,107,816
-1,684,174
133
$1.52B 0.13%
23,380,634
+443,940
134
$1.51B 0.13%
26,288,110
-1,314,878
135
$1.5B 0.13%
13,261,125
-467,085
136
$1.49B 0.13%
10,763,387
-948,674
137
$1.49B 0.13%
21,899,184
+7,089,790
138
$1.48B 0.13%
7,356,822
-200,403
139
$1.44B 0.12%
5,467,917
-369,263
140
$1.44B 0.12%
19,201,659
-869,555
141
$1.44B 0.12%
3,689,402
+324,063
142
$1.42B 0.12%
20,939,096
-1,881,201
143
$1.42B 0.12%
8,136,774
-14,382
144
$1.39B 0.12%
1,651,413
+136,834
145
$1.38B 0.12%
5,427,014
+2,146,102
146
$1.37B 0.12%
9,248,348
-374,725
147
$1.36B 0.12%
2,105,314
+379,631
148
$1.36B 0.12%
4,301,253
+205,800
149
$1.34B 0.12%
14,486,399
-1,410,173
150
$1.34B 0.12%
10,525,084
+1,440,857
4 5
6
7 8