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
2176
$2.97M ﹤0.01%
23,939
+2,545
2177
$2.97M ﹤0.01%
111,000
-54,000
2178
$2.96M ﹤0.01%
46,454
+14,975
2179
$2.96M ﹤0.01%
277,625
+390
2180
$2.94M ﹤0.01%
349,221
+292,117
2181
$2.94M ﹤0.01%
64,356
+1,767
2182
$2.89M ﹤0.01%
56,811
+5,531
2183
$2.89M ﹤0.01%
473,426
-346,103
2184
$2.88M ﹤0.01%
354,830
+438
2185
$2.86M ﹤0.01%
40,550
+6,162
2186
$2.85M ﹤0.01%
101,424
+82,481
2187
$2.84M ﹤0.01%
3,641,084
-1,621,873
2188
$2.84M ﹤0.01%
57,435
-2,497
2189
$2.82M ﹤0.01%
12,722
+7,738
2190
$2.79M ﹤0.01%
249,671
+261
2191
$2.77M ﹤0.01%
16,145
+8,330
2192
$2.76M ﹤0.01%
731,356
+510,355
2193
$2.75M ﹤0.01%
30,726
+467
2194
$2.74M ﹤0.01%
66,685
-19,355
2195
$2.74M ﹤0.01%
108,073
+11,625
2196
$2.7M ﹤0.01%
21,153
-3,938
2197
$2.69M ﹤0.01%
40,439
-14,093
2198
$2.66M ﹤0.01%
24,372
-190,523
2199
$2.66M ﹤0.01%
64,152
+117
2200
$2.65M ﹤0.01%
63,707
+1,212
86 87
88
89 90