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
2201
$1.64M ﹤0.01%
51,894
-5,773
2202
$1.63M ﹤0.01%
40,913
+694
2203
$1.63M ﹤0.01%
43,701
+888
2204
$1.63M ﹤0.01%
23,291
-1,966
2205
$1.63M ﹤0.01%
202,276
+46,353
2206
$1.63M ﹤0.01%
36,244
+1,453
2207
$1.62M ﹤0.01%
1,124,962
2208
$1.62M ﹤0.01%
11,160
+6,265
2209
$1.61M ﹤0.01%
74,247
-58,747
2210
$1.6M ﹤0.01%
86,716
+23,057
2211
$1.6M ﹤0.01%
26,341
+24,209
2212
$1.59M ﹤0.01%
73,741
+1,984
2213
$1.58M ﹤0.01%
164,234
+10,398
2214
$1.57M ﹤0.01%
35,928
-7,322
2215
$1.57M ﹤0.01%
68,918
-1,952
2216
$1.57M ﹤0.01%
247,506
+2,569
2217
$1.55M ﹤0.01%
35,000
-50,000
2218
$1.55M ﹤0.01%
58,932
-8,634
2219
$1.54M ﹤0.01%
276,822
+152,652
2220
$1.54M ﹤0.01%
140,663
-54
2221
$1.54M ﹤0.01%
73,649
-69,616
2222
$1.53M ﹤0.01%
8,943
-1,100
2223
$1.52M ﹤0.01%
47,507
+1,287
2224
$1.5M ﹤0.01%
53,303
-441
2225
$1.49M ﹤0.01%
120,763
-662,404
87 88
89
90 91