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
1501
$33.5M ﹤0.01%
577,640
+570,781
1502
$33.4M ﹤0.01%
5,230,735
+139,752
1503
$33.3M ﹤0.01%
860,616
-9,168
1504
$33.2M ﹤0.01%
516,672
+154,590
1505
$33.2M ﹤0.01%
1,477,119
-324,497
1506
$33.2M ﹤0.01%
743,729
+42,443
1507
$33.1M ﹤0.01%
2,144,797
-375,077
1508
$33.1M ﹤0.01%
828,232
+671,907
1509
$32.9M ﹤0.01%
373,255
-2,541
1510
$32.9M ﹤0.01%
1,503,209
-624,456
1511
$32.9M ﹤0.01%
1,343,973
-1,650,444
1512
$32.8M ﹤0.01%
1,818,809
+573,930
1513
$32.8M ﹤0.01%
1,065,207
+18,214
1514
$32.5M ﹤0.01%
1,266,777
+385,686
1515
$32.5M ﹤0.01%
398,929
+5,221
1516
$32.3M ﹤0.01%
808,932
-672,674
1517
$32.2M ﹤0.01%
469,380
+10,750
1518
$32.1M ﹤0.01%
306,113
+234,037
1519
$32M ﹤0.01%
992,958
+11,442
1520
$32M ﹤0.01%
267,782
+51,516
1521
$31.9M ﹤0.01%
1,012,166
-360,927
1522
$31.7M ﹤0.01%
2,674,185
-4,210
1523
$31.6M ﹤0.01%
273,690
-305,040
1524
$31.4M ﹤0.01%
281,847
-9,077
1525
$31.3M ﹤0.01%
450,359
-166,694
59 60
61
62 63