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
2101
$2.48M ﹤0.01%
108,228
-13,201
2102
$2.48M ﹤0.01%
54,650
+16,377
2103
$2.48M ﹤0.01%
22,005
+12,420
2104
$2.47M ﹤0.01%
604,446
+413,295
2105
$2.46M ﹤0.01%
16,226
+129
2106
$2.46M ﹤0.01%
25,840
-908
2107
$2.45M ﹤0.01%
96,894
+21,442
2108
$2.43M ﹤0.01%
851,572
-295,300
2109
$2.42M ﹤0.01%
19,657
-14,517
2110
$2.42M ﹤0.01%
128,665
-11,107
2111
$2.41M ﹤0.01%
1,009,208
-10,700
2112
$2.4M ﹤0.01%
46,339
+13,592
2113
$2.38M ﹤0.01%
14,419
+11,517
2114
$2.38M ﹤0.01%
74,671
+4,861
2115
$2.37M ﹤0.01%
32,320
-368,183
2116
$2.36M ﹤0.01%
+88,012
2117
$2.35M ﹤0.01%
826,758
-1,109
2118
$2.34M ﹤0.01%
85,714
+39,490
2119
$2.28M ﹤0.01%
25,700
-3,471
2120
$2.26M ﹤0.01%
55,871
+53,603
2121
$2.25M ﹤0.01%
29,214
+142
2122
$2.24M ﹤0.01%
12,279
+2,459
2123
$2.24M ﹤0.01%
85,529
+7,307
2124
$2.24M ﹤0.01%
34,253
+1,319
2125
$2.19M ﹤0.01%
105,986
+19,238
83 84
85
86 87