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
2151
$2M ﹤0.01%
46,365
+45,492
2152
$2M ﹤0.01%
37,341
+31
2153
$2M ﹤0.01%
453,639
+53,119
2154
$2M ﹤0.01%
126,371
-24,096
2155
$1.99M ﹤0.01%
191,883
+5,935
2156
$1.99M ﹤0.01%
33,988
-6,714
2157
$1.98M ﹤0.01%
153,158
-48,311
2158
$1.97M ﹤0.01%
105,486
+8,397
2159
$1.96M ﹤0.01%
402,852
-9,293
2160
$1.95M ﹤0.01%
39,271
+31,936
2161
$1.94M ﹤0.01%
61,555
-190
2162
$1.91M ﹤0.01%
27,813
-6,490
2163
$1.9M ﹤0.01%
10,414
-8,381
2164
$1.89M ﹤0.01%
258,819
-257,385
2165
$1.89M ﹤0.01%
57,878
+21,539
2166
$1.87M ﹤0.01%
29,198
+566
2167
$1.86M ﹤0.01%
27,315
+4,275
2168
$1.85M ﹤0.01%
85,657
+2,844
2169
$1.83M ﹤0.01%
34,883
+9,566
2170
$1.83M ﹤0.01%
10,558
+6,372
2171
$1.82M ﹤0.01%
347,529
+286,302
2172
$1.82M ﹤0.01%
30,362
+1,768
2173
$1.82M ﹤0.01%
26,091
+5,118
2174
$1.82M ﹤0.01%
45,770
+1,254
2175
$1.82M ﹤0.01%
646,846
-29,303
85 86
87
88 89