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
151
$1.72B 0.1%
21,581,985
-218,889
152
$1.72B 0.1%
25,088,658
+13,964,875
153
$1.72B 0.1%
4,742,500
-111,446
154
$1.72B 0.1%
9,268,989
+354,694
155
$1.71B 0.1%
21,653,100
+165,585
156
$1.7B 0.1%
55,533,620
+12,609,616
157
$1.69B 0.1%
1,603,797
-13,352
158
$1.69B 0.1%
23,519,933
-4,549,986
159
$1.64B 0.1%
3,471,241
-152,918
160
$1.63B 0.1%
13,497,347
-13,207,556
161
$1.63B 0.1%
2,308,874
-107,694
162
$1.62B 0.1%
18,923,662
+2,161,582
163
$1.61B 0.1%
8,956,329
+98,546
164
$1.6B 0.1%
16,467,858
+6,160,226
165
$1.6B 0.1%
22,804,204
+3,557,370
166
$1.59B 0.09%
5,025,021
-276,596
167
$1.58B 0.09%
7,450,018
+61,390
168
$1.58B 0.09%
28,875,965
+462,738
169
$1.58B 0.09%
17,472,317
+1,320,223
170
$1.56B 0.09%
10,898,366
+740,214
171
$1.54B 0.09%
8,417,950
-363,182
172
$1.53B 0.09%
9,429,913
-6,983,199
173
$1.53B 0.09%
11,338,729
+1,358,348
174
$1.5B 0.09%
40,237,478
+26,107,934
175
$1.47B 0.09%
861,939
-17,057
5 6
7
8 9