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
$1.17T
AUM Growth
+$46.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,894
New
Increased
Reduced
Closed

Top Buys

1
+$1.36B
2
+$1.34B
3
+$1.33B
4
BA icon
Boeing
BA
+$1.3B
5
BAC icon
Bank of America
BAC
+$1.28B

Top Sells

1
+$3.07B
2
+$1.76B
3
+$1.66B
4
ADBE icon
Adobe
ADBE
+$1.47B
5
V icon
Visa
V
+$1.38B

Sector Composition

1 Technology 25.5%
2 Healthcare 14.03%
3 Consumer Discretionary 13.87%
4 Financials 12.28%
5 Communication Services 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$33.5M ﹤0.01%
2,063,527
-73,505
1552
$33.4M ﹤0.01%
964,600
+781,526
1553
$33.4M ﹤0.01%
607,928
+49,131
1554
$33.4M ﹤0.01%
595,612
-674,163
1555
$33.2M ﹤0.01%
4,581,860
+1,067,758
1556
$33.2M ﹤0.01%
2,573,034
-7,600
1557
$33.2M ﹤0.01%
+817,087
1558
$33.1M ﹤0.01%
731,077
-8,213
1559
$33.1M ﹤0.01%
2,739,024
-8,982
1560
$33M ﹤0.01%
1,597,063
-679,100
1561
$33M ﹤0.01%
743,436
-83,200
1562
$32.9M ﹤0.01%
299,353
+69,857
1563
$32.8M ﹤0.01%
1,005,904
-35,929
1564
$32.7M ﹤0.01%
1,074,699
+48,384
1565
$32.6M ﹤0.01%
1,383,328
+567,341
1566
$32.5M ﹤0.01%
355,138
-643,655
1567
$32.5M ﹤0.01%
+1,993,136
1568
$32.5M ﹤0.01%
1,761,679
+241,881
1569
$32.4M ﹤0.01%
1,665,603
-10,885,112
1570
$32.4M ﹤0.01%
1,000,170
+64,001
1571
$32.3M ﹤0.01%
841,859
-110,606
1572
$32.2M ﹤0.01%
+4,514,286
1573
$32.1M ﹤0.01%
178,387
-1,818
1574
$32M ﹤0.01%
1,447,713
+11,100
1575
$31.9M ﹤0.01%
1,730,434
+824,047
61 62
63
64 65