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
2201
$2.63M ﹤0.01%
36,169
+18,129
2202
$2.62M ﹤0.01%
14,208
+747
2203
$2.62M ﹤0.01%
234,203
+54,698
2204
$2.62M ﹤0.01%
1,647,205
+65,712
2205
$2.62M ﹤0.01%
448,751
-62,627
2206
$2.6M ﹤0.01%
408,593
-143,625
2207
$2.58M ﹤0.01%
32,411
+10,965
2208
$2.58M ﹤0.01%
19,413
+18,910
2209
$2.58M ﹤0.01%
82,111
+13,182
2210
$2.57M ﹤0.01%
184,559
+13,340
2211
$2.56M ﹤0.01%
2,533,874
+12,363
2212
$2.56M ﹤0.01%
5,775,549
-1,545,433
2213
$2.55M ﹤0.01%
92,137
+6,004
2214
$2.55M ﹤0.01%
270,951
-531,105
2215
$2.55M ﹤0.01%
70,441
+53,538
2216
$2.53M ﹤0.01%
56,844
+2,194
2217
$2.53M ﹤0.01%
138,025
+40,667
2218
$2.53M ﹤0.01%
347,890
-459
2219
$2.52M ﹤0.01%
11,685
-229
2220
$2.52M ﹤0.01%
1,290,400
2221
$2.51M ﹤0.01%
217,832
+93,947
2222
$2.5M ﹤0.01%
75,386
+6,585
2223
$2.49M ﹤0.01%
54,880
+1,061
2224
$2.44M ﹤0.01%
170,161
+36,664
2225
$2.43M ﹤0.01%
237,344
+6,589
87 88
89
90 91