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
$1.57T
AUM Growth
-$109B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.9B
2
+$2.17B
3
+$2.13B
4
BABA icon
Alibaba
BABA
+$2.05B
5
GILD icon
Gilead Sciences
GILD
+$2.04B

Top Sells

1
+$4.21B
2
+$3.09B
3
+$3.01B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02B
5
LLY icon
Eli Lilly
LLY
+$1.71B

Sector Composition

1 Technology 27.89%
2 Financials 13.61%
3 Communication Services 11.77%
4 Consumer Discretionary 10.94%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
$2.85M ﹤0.01%
432,636
-6,173,002
2177
$2.85M ﹤0.01%
31,406
-1,178
2178
$2.84M ﹤0.01%
35,050
+4,324
2179
$2.83M ﹤0.01%
1,414,597
-300,487
2180
$2.82M ﹤0.01%
244,621
-700
2181
$2.8M ﹤0.01%
342,323
+43,542
2182
$2.77M ﹤0.01%
357,566
+32,127
2183
$2.77M ﹤0.01%
262,010
-186,801
2184
$2.75M ﹤0.01%
1,272,686
+7,140
2185
$2.73M ﹤0.01%
19,466
-1,687
2186
$2.72M ﹤0.01%
35,873
-1,695
2187
$2.72M ﹤0.01%
450,269
+89,995
2188
$2.71M ﹤0.01%
49,639
-5,241
2189
$2.69M ﹤0.01%
52,842
-12,075
2190
$2.69M ﹤0.01%
90,214
-607,957
2191
$2.68M ﹤0.01%
76,633
+70,233
2192
$2.67M ﹤0.01%
174,248
+16,465
2193
$2.65M ﹤0.01%
32,046
+8,918
2194
$2.64M ﹤0.01%
371,286
-861,342
2195
$2.64M ﹤0.01%
29,440
+6,101
2196
$2.62M ﹤0.01%
24,933
+6,102
2197
$2.62M ﹤0.01%
345,117
-9,713
2198
$2.61M ﹤0.01%
3,437,926
-203,158
2199
$2.59M ﹤0.01%
13,175
+11,186
2200
$2.56M ﹤0.01%
339,612
+10
86 87
88
89 90