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
$1.35T
AUM Growth
+$93.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,307
New
Increased
Reduced
Closed

Top Buys

1
+$2.55B
2
+$1.3B
3
+$1.13B
4
GFS icon
GlobalFoundries
GFS
+$1.11B
5
AMD icon
Advanced Micro Devices
AMD
+$982M

Top Sells

1
+$4.98B
2
+$2.5B
3
+$2.05B
4
DIS icon
Walt Disney
DIS
+$1.61B
5
TMUS icon
T-Mobile US
TMUS
+$1.07B

Sector Composition

1 Technology 29.13%
2 Healthcare 13.26%
3 Consumer Discretionary 12.9%
4 Financials 11.09%
5 Communication Services 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$40.1M ﹤0.01%
2,913,379
-61,429
1502
$39.9M ﹤0.01%
787,614
+28,197
1503
$39.9M ﹤0.01%
1,258,104
+47,829
1504
$39.6M ﹤0.01%
854,632
+54,355
1505
$39.6M ﹤0.01%
509,605
+69,510
1506
$39.6M ﹤0.01%
2,370,067
-5,767,066
1507
$39.5M ﹤0.01%
1,004,218
+25,753
1508
$39.4M ﹤0.01%
1,488,899
-39,299
1509
$39.4M ﹤0.01%
1,920,714
-91,833
1510
$39.1M ﹤0.01%
2,490,714
+305,386
1511
$39M ﹤0.01%
263,445
+79,602
1512
$39M ﹤0.01%
131,288
+87,236
1513
$39M ﹤0.01%
1,366,185
+53,700
1514
$39M ﹤0.01%
411,328
+1,152
1515
$38.9M ﹤0.01%
115,517
+81,796
1516
$38.9M ﹤0.01%
+884,780
1517
$38.7M ﹤0.01%
2,256,593
-4,923,825
1518
$38.7M ﹤0.01%
1,548,674
-63,770
1519
$38.7M ﹤0.01%
+461,538
1520
$38.7M ﹤0.01%
506,919
-15,418
1521
$38.7M ﹤0.01%
2,026,166
+75,548
1522
$38.6M ﹤0.01%
4,081,781
-876,056
1523
$38.5M ﹤0.01%
375,207
-4,892
1524
$38.2M ﹤0.01%
2,500,099
-654,573
1525
$38M ﹤0.01%
935,077
-13,800
59 60
61
62 63