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
2051
$3.13M ﹤0.01%
119,208
+3,934
2052
$3.11M ﹤0.01%
82,045
-49,795
2053
$3.08M ﹤0.01%
120,314
+2,304
2054
$3.06M ﹤0.01%
55,964
+21,140
2055
$3.06M ﹤0.01%
29,963
+4,323
2056
$3.05M ﹤0.01%
160,851
-3,783
2057
$3.04M ﹤0.01%
96,063
-97,962
2058
$3.03M ﹤0.01%
110,528
+2,295
2059
$2.89M ﹤0.01%
642,571
+636,381
2060
$2.87M ﹤0.01%
25,233
+186
2061
$2.87M ﹤0.01%
519,743
+375
2062
$2.85M ﹤0.01%
51,216
+18,458
2063
$2.85M ﹤0.01%
36,257
-9,840
2064
$2.84M ﹤0.01%
60,757
-3,831
2065
$2.83M ﹤0.01%
108,016
-4,993
2066
$2.81M ﹤0.01%
33,315
+123
2067
$2.78M ﹤0.01%
579,368
2068
$2.76M ﹤0.01%
10,273
-7,528
2069
$2.75M ﹤0.01%
57,581
+1,118
2070
$2.72M ﹤0.01%
85,613
+235
2071
$2.71M ﹤0.01%
94,323
+3,169
2072
$2.71M ﹤0.01%
122,735
-11,906
2073
$2.69M ﹤0.01%
994,300
2074
$2.69M ﹤0.01%
226,767
+7,926
2075
$2.68M ﹤0.01%
53,998
+19,480
81 82
83
84 85